Find out how I may be able to enhance what you've already been able to accomplish:
RETIREMENT INCOME I help couples increase their retirement income more than $1,838/mo on average by combining these 3 strategies:
- SOCIAL SECURITY I show people age 62 & over how to increase their income by 67% using SSA Reg. 202.025.
- INVESTMENT INCOME I show people how to increase the income generated by their current investments by 25% (without additional risk) by simply using a formula developed at the University of San Francisco School of Business.
- TAX PLANNING I reduce the tax people, who don't work full-time, pay on their investment income to 1.7% using IRC Section 72.
Are you leaving retirement income on the table?
WEALTH MANAGEMENT - Things many couples forget to do at retirement
IMPROPER ACCOUNT TITLING: Having your accounts titled "JT WROS" & "JT TEN" can unnecessarily subject your assets to probate & lawsuits; as well as cause inadequate access to cash in an unforeseen circumstance. Do you have accounts titled this way?
ACCESS TO ASSETS: Many retirees, even those with a Power of Attorney, won't have access to their money when they need it most. It’s important to always look for ways to grow your money; but what kind of Wealth Manager would I be if I didn’t help ensure you always have access to your money as well?
BENEFICIARY DESIGNATIONS: Most retirees have inadvertently set up the beneficiary designations of their retirement accounts, life insurance & annuities to disinherit their grandchildren – and they don’t even know they’ve done so. What will your grandchildren think if you disinherit them?
INVALID HEALTH CARE DIRECTIVES: Most retirees haven't done the two things to ensure they’re treated medically in the manner they desire - the two things their attorney does not help with.
Access to your assets, beneficiary designations, medical wishes... these things matter - I know how to help
INVESTMENT ADVISORY I deliver a low-cost, highly liquid, fully transparent and regularly-updated portfolio custom-designed for each of my clients and their unique goals by assembling a collaborative group of professionals utilizing the latest technology.
FULL DISCLOSURE I show people the 3 things their current investment adviser would probably not want them to see
Whether you have $500,000 or $5,000,000 - is your portfolio working for you?
Need more reason to request a complimentary review to see how I may be able to enhance what you've already been able to accomplish?
UNPAID DEATH BENEFITS: Most life insurance policies put in-force prior to 2002 were unknowingly structured to prevent their beneficiaries from receiving the death benefit. Are your loved ones at risk?
LONG-TERM CARE: I show people how to get long-term care coverage without buying Long-Term Care insurance.
IRA/401k DISTRIBUTIONS: I show people how to withdraw money from their IRA & pay 47% less tax using IRC Section 408.
- OBJECTIVE I'll tell you the areas you may be able to improve and the areas you're already doing well!
- COMPLIMENTARY You have nothing to lose (except about an hour to come by the office)
- COMPREHENSIVE I can look at your entire situation