How will you protect your retirement from the impact of rising taxes?
The Power
of Zero
From rising tax rates to healthcare costs to market volatility, there are many risks that threaten your income in retirement. It is critical to have a unique and tailored Retirement Roadmap. It should outline how to achieve a tax-free income stream while protecting you and your family from outliving your money. Our strategic planning process focuses on your goals and the roadmap you’ll need to follow to achieve them.
Tax-Free Income for Life
Incorporating lifelong income streams into your portfolio so that you don’t run the risk of outliving your money.
Principle Protection
We establish protection against market loss for a portion of the portfolio and create safe and productive rates of return.
Minimize Social Security Taxes
Lowering the amount you pay in Social Security over a lifetime can add 5-7 years to your retirement income longevity.
Long-Term Care Provisions
We add sufficient Long-Term Care provisions within your tailored retirement plan to mitigate one of retirement’s greatest risks, Healthcare Costs.
How we use the Power of Zero
How will you protect your retirement from the impact of rising taxes?
From rising tax rates to healthcare costs to market volatility, there are many risks that threaten your income in retirement. It is critical to have a unique and tailored Retirement Roadmap. It should outline how to achieve a tax-free income stream while protecting you and your family from outliving your money. Our strategic planning process focuses on your goals and the roadmap you’ll need to follow to achieve them.
Schedule your
one-on-one strategy session today
“This approach to financial freedom is different. We take pride in offering straightforward guidance in both financial awareness and how to diversify your assets to find a tax-free way forward into this ever changing future financial landscape.”
The Power of Zero Book
REVISED AND UPDATED WITH A NEW CHAPTER ABOUT THE 2018 TAX CUTS
“The Power of Zero”, provides a concise, step-by-step roadmap on how to get to the 0% tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture.
The day of reckoning is fast approaching. Are you ready to do what it takes to experience the power of zero?
Words to consider
“While stock market losses can be recovered if the market rebounds, money lost to taxes is generally gone for good.”
– Ed Slott
“Turn your anxiety over the national debt to a real plan.”
– David McNight
“The risks of needing long term care skyrocket with longevity.”
– Tom Hegna
“Qualified plans do two things, they defer the tax and the tax calculations.”
– Don Blanton
“To make up for all the liabilities we’re incurring to all the promises made to the social insurance programs we will probably have to potentially double taxes.”
– Nada O. Eissa PhD
How much of your hard-earned retirement will you get to keep?
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.