Tax Free Retirement Strategies for High Earners
Laser Focused areas of expertise:
Blending forward-thinking tax free income strategies with traditional holistic financial planning
Holistic Planning
Everyone benefits from a holistic planning approach. Too many opportunities to grow wealth fall through the cracks without a point person who specializes in holistic planning. The best way to make certain that you achieve your goals and live the life of your dreams is to have an all encompassing plan.
Risk Management
The old asset allocation buy and hold strategy is crumbling before our very eyes. Every year the DALBAR report proves that the average investor under performs the market while being over-weighted into stocks and taking too much risk. Learn about risk adjusted investing and start sleeping well at night!
Tax Strategies
Some of our clients desire to have a majority of their retirement income be income tax free. Others choose to defer as much income as possible through stacking profit sharing plans with other defined benefit plans. Whether you are looking to retire tax free or defer hundreds of thousands of dollars in taxes, we can help!
need some help?
Send us a note or give us a call!
770-783-2699
info@leveragedwm.com
9200 South Main St., Suite 2A, Woodstock, GA, 30188, US
about us
Empowering You to Make Decisions
We believe that every investor deserves better than the status quo. For years Wall Street has convinced you that the only way to make money in the market is to use asset allocation models and utilize a buy and hold strategy. This results in taking way too much risk and consistently under-performing the S&P 500. There is no reason for any business owner to be taking more risk for lower returns.
Wall Street isn’t the only wolf in a sheep’s clothing!
The government has been running a multi-million dollar ad campaign for decades trying to convince you to defer all your income (401ks, IRAs, 403Bs, Etc). They desperately need to be a co-owner of your retirement accounts! Fortunately there are additional ways beyond tax deferred accounts to save for retirement that take less risk and result in tax free streams of income for the rest of your life.
Empower your money with an income plan that blends forward thinking tax free income
techniques with traditional holistic financial planning
approach
Retirement Income Tax Strategy
Risk Based Investing
Holistic Planning
Clients come to work with our team because we don't blow smoke, we don't push product, and we don't over-sell. What we do, is educate.
Our goal is to empower your financial future through information and education that most financial professionals never take the time to explain.
We’d love to talk about what matters to you.
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