Are you Protected From 3 of Today’s Biggest Retirement Risks? Find out…
The New Holistic Approach
WHAT MAKES MY HOLISTIC RETIREMENT APPROACH UNIQUE? I BALANCE MARKET RISK, INCOME RISK & TAX RISK. Bringing Value To You.
I specialize in helping my clients…
- Save hundreds of thousands of dollars in lifetime taxes
- Increase the amount of income they can generate in retirement
- Reduce the overall risk in their retirement approach
Macro Vs. Micro
I specialize in helping my clients…
- Take a macro approach to reducing taxes in retirement
- Much financial advice takes a micro approach, which aims to reduce your taxes in a single given year
- At my practice, we’re most interested in reducing lifetime taxes through a macro approach, so the total amount of taxes you pay is as low as possible
Software & Analysis
I use proprietary models to…
- Analyze the total potential taxes you may owe in retirement
- Project the potential income of your current or adjusted retirement strategy may generate
- Evaluate how to best position your retirement assets going forward
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Complimentary Book
859.907.9275
seniors1@gmail.com
