Frequently Asked Questions.
Clear answers about how National Planning Associates works with executives and professionals.
What exactly does National Planning Associates do?
We specialize in retirement tax planning for executives and professionals. We analyze your full retirement picture — including 401(k)s, profit-sharing plans, and other accounts — to identify hidden tax liabilities and present legal strategies to reduce them under the Internal Revenue Code.
Who is this service best for?
Our clients are typically executives, physicians, and other high-earning professionals who have spent decades building retirement savings and are approaching or transitioning into retirement. They want to understand and reduce the tax burden on those assets before it is too late to act.
Is there any cost for the initial consultation?
No. We offer a free, no-obligation 30-minute retirement tax analysis call. You will speak directly with a senior planner who will review your situation and explain how we may be able to help.
Do I need to be located in Florida to work with you?
No. All of our consultations are conducted by phone or Zoom. We work with clients across the United States.
What is a fiduciary financial planner?
A fiduciary is legally obligated to act in your best interest at all times — not the interest of a brokerage, insurance company, or product provider. At National Planning Associates, the client, and only the client, is our priority.
How soon should I start planning?
The sooner the better. Because of compounding, every day you wait to analyze your retirement tax situation may cost you more in taxation and fees. We recommend scheduling a call as early as possible so we can assess your position and identify options while you still have time to act.
Schedule Your Free 30-Minute Retirement Tax Analysis Call.
No obligation. No pressure. Speak directly with Jay Winestein or a senior planner at National Planning Associates. We will review your retirement picture and explain exactly what we may be able to do for you.
- (602) 448-0263
- jay@nationalplanningassociates.com
- 1444 S Belcher Rd #164, Clearwater, FL 33764
- Hours: Monday–Friday, 10am–5pm