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Above and beyond comprehensive advice

Above and beyond comprehensive advice

The world is changed, whether you are ready or not. 

Do you want to know How long you will need to work? How much do you need to save for retirement? What rate of return do you need to earn on your savings for retirement income? And what steps you should take once you are retired.

Using some simplifying assumptions, we will take a hypothetical look at what results your current efforts might produce for your future.

Great news, our process uses the predictability and control of math to get you what you need out of retirement, so you are comfortable, less taxed and happy. 

Then goes on to help you compound tax advantaged dollars to leave a meaningful legacy- money to your surviving spouse, children, and grandchildren.  

Our initial consultation is no cost and no obligation
Our results – could be life changing.
Call today.


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Reduce taxes

Reduce taxes

Approximately 40% of your money goes to some form of tax.  Federal, state, local, municipalities, payroll tax if you are working, gasoline, sales tax, and property taxes. We can calculate your effective lifetime tax costs on your retirement accounts and use math to effectively reduce tax costs.

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Eliminate debt

Eliminate debt

What if you could get out of debt in 9 years or less including your mortgage without any additional money than you spend now?  Would you do it?

Most people have for an extended period of their lives approximately 25% debt to income ratio.  Now would be the time to rethink your strategy.  We can calculate how much interest you have on your debts and methods to mathematically lower the effective interest rate costs. 

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More retirement and less tax

More retirement and less tax

There is a growing demand for greater tax diversification for higher earning entrepreneurs and professionals who are above the maximum income limits to fund a Roth IRA and who desire to save considerably more than those lower IRA maximum contributions.  We work with our network of CPAs and tax attorneys led by our actuarial team to maximize contributions.

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401k account

401k account

Your individual participant account with your company 401k may be the largest investment portfolio in your life.  Investing should be done with caution and with an exit strategy to avoid market downturns.

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Proactive

Proactive

At the core of the experience is a 6 step process- a proactive system that resolves issues so that clients always know where they are, where they are going, and how they are going to get there.

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