The planning I do answers two most CRITICAL questions:

1. Can you retire?

We’ll dive DEEP in order to answer this question.

If there are issues that prevent you from retiring, we’ll devise a plan on what you need to so you can retire.

Once we confirm your ability to retire, we move on to:

2. How can we reduce the tax burden?

If those two questions are important to you and you want to pursue financial planning with me, here’s what we’ll cover:

• ‌‌ Where and when can we maximize Roth Conversions
• Deep dive into various retirement planning scenarios
• Make sure you don’t run out of money in retirement
• ‌Analysis of past, and future, tax returns for opportunities to REDUCE taxes
• ‌‌Are your investments in the CORRECT LOCATION to REDUCE TAXES while you’re alive?
• ‌Leave more to your heirs and favored charities and less to the IRS
• ‌‌Are you paying for insurance you don’t need?
• ‌‌Do you have the PROPER Estate Planning documents, beneficiary designations, asset titling or are you going to leave your heirs a taxable nightmare?
• ‌‌Full access to the financial planning software for as long as I continue to use the program

CHOOSE YOUR PATH TO FINANCIAL SECURITY