From rising tax rates to healthcare costs to market volatility, there are many risks that threaten your income in retirement. It is critical to have a unique and tailored Retirement Roadmap. It should outline how to achieve a tax-free income stream while protecting you and your family from outliving your money. Our strategic planning process focuses on your goals and the roadmap you’ll need to follow to achieve them.
Incorporating lifelong income streams into your portfolio so that you don't run the risk of outliving your money.
We establish protection against market loss for a portion of the portfolio and create safe and productive rates of return.
Lowering the amount you pay in Social Security over a lifetime can add 5-7 years to your retirement income longevity.
We add sufficient Long-Term Care provisions within your tailored retirement plan to mitigate one of retirement's greatest risks - Healthcare Costs.
We have a strong desire to bring clients from taxable and tax-deferred to tax-free. We do that by utilizing a unique and powerful strategy for wealth management and retirement planning in order to create multiple tax-free or tax-efficient income streams for life.
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Tax rates 10 years from now are likely to be much higher than they are today. Is your retirement plan ready?
Learn how to avoid the coming tax freight train and maximize your retirement dollars.
In The Power of Zero, McKnight provides a concise, step-by-step roadmap on how to get to the 0% tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture.
The day of reckoning is fast approaching. Are you ready to do what it takes to experience the power of zero?
American retirees face a looming crisis. We are living longer than ever before, and most experts predict a dramatic rise in tax rates within the next ten years. The hard truth is that no matter how much you save, you are likely to outlive your money or watch it be taxed into oblivion. But when traditional retirement distribution strategies won't provide sufficient income in the face of higher taxes, what can you do?Tax-Free Income for Life lays out a comprehensive, step-by-step roadmap for a secure retirement. McKnight shows how the combination of guaranteed, inflation-adjusted lifetime income and a proactive asset-shifting strategy can shield you from longevity risk and the cascade of unintended consequences that result from higher taxes. It's an innovative and proven strategy that maximizes return while effectively neutralizing the two biggest risks to retirement savings.If ever there were a solution for the American retiree, it's guaranteed tax-free income for life.
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.