GET STARTED IN 3 EASY STEPS:
Schedule a meeting to explore your personal Financial Roadmap. We’ll provide a checklist in advance so we can build a preliminary plan during our first session. While we reserve two hours for questions, these meetings typically take 45–90 minutes.
Our firm specializes in combining investment management, financial planning, estate planning and advanced tax-minimization strategies. We will share which strategies apply to you
- Backdoor and Mega-Backdoor Roth IRAs.
- Roth conversions in retirement, semi-retirement
- 529 pass-throughs (K-12 optimization, college)
- Giving efficiently on RMD through QCDs, appreciated investments, DAF.
Most prospective clients take about a week to review their Roadmap and decide to move forward. We communicate monthly with Market Updates, and typically meet with clients yearly, as needed.
- Referral Bonus: Clients new to Schwab are often eligible upon opening and funding accounts.
- Tax Integration: We partner with a local CPA firm to streamline your investments and taxes, offering a $350 credit toward your tax return with more that $500k invested with us.
- Estate Planning: Complimentary basic estate planning through Wealth.com.
Our firm is not affiliated with or endorsed by David McKnight.
THE POWER OF ZERO
The Tax Train is Coming
As the U.S. debt spirals, the potential for onerous tax increases in the future could have a major impact on traditional retirement savings vehicles.
