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One of the most important factors that can be managed in an individual's financial future is the deployment of cash flow that is fully integrated with a comprehensive income tax strategy. Thousands of dollars are wasted each year by wealthy individuals who do not have specialized advice for:
- Employee Stock Option Strategies & Alternative Minimum Tax Issues
- Retirement Accumulation & Cash Flow Strategies
- Business Transition Strategies
- Education Accumulation Strategies
- 401(k) and IRA Distribution Planning
- Tax Efficient Investing Strategies
Our process typically includes detailed five to ten year cash flow and tax planning fully integrated with your long-term wealth accumulation plan. Coupled with wealth and portfolio simulation analysis, your immediate and long term wealth accumulation and target distributions can be communicated in terms of probabilities of success. This process is then coupled with appropriate risk management in order to ensure that key high impact, low probability events are financed and funded appropriately.
Preparing for retirement or financial independence is serious business. No one wants to be surprised by a cash shortfall after the retirement party. On the other hand, if financial resources are sufficient, there may be other life activities such as travel, a second career, or volunteering that you want to do more of today instead of postponing them further. We will help you determine "how much is enough" using conservative estimates, portfolio simulation and probability analysis, and the wisdom acquired from advising hundreds of clients through this major decision-making process. We will also help you understand how to manage your cash flow in retirement, including a strategy for optimizing withdrawals from your various investment accounts, trusts, IRAs, etc.
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