Beautiful Landscape

Financial Planning Insights
& Next Steps

Below are some of the documents that we referenced in our planning meeting along with a brief discussion.  Simply click the hyperlink or image to open up each document

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01

History of Federal Income Tax

A view of the top tax rates in our nation's history

02

Sequence of Returns

Critical slide discussing taking withdrawals in a down market

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03

Tax Triangle

Outline of the three taxable outcomes dependent on where your funds are positioned

04

Portfolio Design

How we suggest our clients to allocate funds – always keeping the buffer in the first bucket to avoid distributing from a depressed portfolio

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05

Financial Planning and Wealth Management Services

This page walks you through the 3 ways that we can help you streamline your financial life