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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

PEACE-OF-MIND FINANCIAL PLAN

All Things Retirement and Tax Planning

$2500

IF NET WORTH IS OVER $1 MILLION

CONTACT

PEACE-OF-MIND FINANCIAL PLAN

All Things Retirement and Tax Planning

$1250

IF NET WORTH IS UNDER $1 MILLION

CONTACT

"CAN I RETIRE" COURSE

30 Day 100% Money Back Guarantee!

$250.00

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