Mohsen Khodaverdi, EA
Financial Advisor | EA | Tax Planner | Retirement Income Specialist
Mohsen Khodaverdi is a dedicated financial advisor specializing in retirement income
planning for pre-retirees and post-retirees. With a deep understanding of tax-efficient
retirement strategies, wealth preservation, and income distribution, he helps individuals
transition into retirement with confidence and financial security.
As an Enrolled Agent (EA) and Certified Tax Planner, Mohsen combines tax expertise and
financial planning to help clients minimize taxes, protect their assets, and ensure a sustainable
retirement income. His focus is on creating predictable and secure income streams while
mitigating market risk and optimizing tax strategies.
Core Services & Expertise:
✔ Retirement Income Planning: Strategies to convert assets into a reliable, tax-efficient
income stream.
✔ Tax-Efficient Wealth Distribution: Minimizing taxes on retirement withdrawals and Social
Security benefits.
✔ Asset Protection & Risk Mitigation: Ensuring financial security by reducing market
volatility exposure.
✔ Estate & Legacy Planning: Protecting wealth for future generations while reducing estate
taxes.
✔ Business Exit & Succession Strategies: Helping business owners transition their wealth
into retirement.
Mohsen has been actively engaged in financial services, tax planning, and investment
strategies for several years. His background includes working with asset managers, tax
professionals, and insurance executives, gaining deep insights into wealth management,
advanced tax strategies, and life insurance planning.
He takes a holistic approach—collaborating with CPAs, estate attorneys, and other
professionals—to deliver comprehensive and customized financial solutions. His strategic
use of tax-advantaged financial tools allows clients to maximize their wealth and maintain
financial independence throughout retirement.
Mohsen’s mission is to empower his clients with financial clarity, ensuring they enjoy
retirement without the fear of running out of money.
Outside of work, Mohsen enjoys spending quality time with family, staying engaged in his
community, and keeping up with the latest financial strategies to better serve his clients.
📞 Contact Mohsen Today to discuss a tailored retirement income strategy that works for
you!
Learn more here.
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