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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History of Federal Income Tax

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

Sequence of Returns

Critical slide discussing taking withdrawals in a down market

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Tax Triangle

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

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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The 6 Areas of Financial Planning

Financial planning is a holistic process assisting individuals and families in achieving financial goals through six key areas: financial position assessment, protection against unforeseen events, asset growth and management, tax liability minimization, retirement security, and estate planning for asset distribution.

Financial Planning Insights & Next Steps