From Portfolio to Legacy
Helping Successful Individuals and Families Intentionally Manage Their Lifetime Assets to Preserve More Wealth, Create Greater Financial Flexibility, and Build a Lasting Legacy.
Tax CapacityTM Creation
Structure assets to help reduce current taxable income and determine targeted tax brackets for future distributions.
Strategies that may contribute to Tax CapacityTM Creation include:
The Power of Keeping More Money Invested Tax Deferred
Evaluate strategies that, where appropriate, allow more investment dollars to remain invested initially so they can continue compounding over time.
| Scenario | Initial Amount | Value After 30 Years @ 8% |
|---|---|---|
| Full investment | $1,000,000 | ≈ $10.1 Million |
| 20% tax paid first | $800,000 | ≈ $8.1 Million |
This is a hypothetical example and is not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing.
NUA Assessment (Net Unrealized Appreciation)
Evaluate whether employer stock held within your retirement plan may qualify for specialized tax treatment that could help preserve more of your wealth as you transition into retirement.
Intentional Lifetime Asset Management
Coordinate investments, Roth conversions, retirement income, Medicare, Social Security, and estate planning as one lifetime living strategy while working to provide maximum tax efficiency.
Lifestyle Freedom
Using intentional planning to help you live the life you've worked so hard to build.
Lasting Legacy
Coordinate investment, tax, and estate strategies around the legacy you intend to create and the values you want to leave behind.