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Frequently Asked Questions

What questions should I ask my advisor about my retirement/saving plan?


1.  Is it safe?

2. What rate of return am I likely to get?

3. Are there any tax benefits associated with this investment?

4. Is it liquid?

5. What fees are associated with my account?



Why hasn't my advisor mentioned any of these strategies?


Unfortunately, some financial professionals don’t know what they don’t know. Many are comfortable teaching what they have been taught and what is easiest and most profitable for them. We believe in employing a financial strategy that eliminates Taxes, Fees, and Market risk to help propel your financial plan.

Will deferred taxes save me retirement dollars?

A common misconception among retirement-minded Americans is that they will be in a lower tax bracket when they

retire than when they were employed. The reality is that most Americans who have saved for retirement will find themselves in a tax bracket at least as high as-if not higher than-they were in during their earning years. That’s because retirees usually have fewer deductions and exemptions.

Do qualified plans, such as IRAs and 401(k)s provide the most attractive retirement benefits?

Most people are motivated to invest in qualified plans for tax-favored treatment during the contribution and accumulation phases of retirement planning. When traditional qualified plans are liquidated in retirement, they produce the taxable results the government predicted and intended. It doesn’t make sense to postpone tax for some perceived advantage in the future. Non-qualified retirement vehicles can provide greater net spendable retirement income.


How do I get started?

Please fill out the contact form and schedule an appointment with one of our financial strategists.
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