"HIGHER RETIREMENT CASH FLOW ROAD MAP"
Vision is a destination – a fixed point to which we focus all effort.
Strategy is a route – an adaptable path to get us where we want to go.
-Simon Senik
Are You Concerned About: Taxes? Inflation? Retirement? Liquidity?
The Higher Retirement Cash Flow Road Map
Are We A Good Fit?
- A 10 minute conversation from the comfort of your own home or office to see if we are a good match.
- An opportunity for each of us to ask questions to see if we should continue our conversation.
- If we are not the right fit, we will assist you in finding the right firm for your needs.
Can You Get “There” From “Here”?
- Meet at a later time.
- A conversation where questions are encouraged as we explore where you want to go in your financial life and what roadblocks will keep you from getting there.
- We look at numerous strategies that will help you eliminate unnecessary taxes, optimize retirement income and to control your wealth so that you can “Life. Life. Now” instead of waiting for age 65.
Relax And Enjoy The Ride!
- We explore all of your possibilities over a three week process.
- You are encouraged to ask questions as we reach out to you once a week during this process.
- We present our findings.
- Think about it! You should make an informed consumers decision. This is about YOU!
Do You Believe What We Believe?
Social Security
We believe that you should be able to keep 100% of your Social Security benefits.
You paid taxes on it going in. It is not fair that you may have to pay taxes on it coming out.
Wealth
We believe YOU should be in control of YOUR wealth.
No one else.
Longevity
The biggest fear of retirees is that their money will die before they do.
We believe the biggest fear retirees should face is being late to their grandchild’s recital.
Efficiency
We believe in creating proven wealth strategies for retirement where cash flows generated from these strategies can be exempt from federal income taxes.
Awareness
We believe you should be made aware of the spendable value of an account and not just the account balance.
If You Believe As We Believe…….
Then Start Using:
“The Higher Retirement Cash Flow Road Map!”
Who Do We Do Our Best Work For?
Open Minded People Who Are Willing To Think Outside The Box.
Those Who Want To Increase Their Retirement Lifestyle Through Increased Cash Flow.
People Who Are Serious About Their Future But Still Want To Live. Life. Now.
Shouldn’t Your Money Work As Hard As You Do?
The Higher Retirement
Cash Flow Road Map