A Paradigm Shift for Your Financial Plan
Paradigm [par-uh-dahym], noun
A framework containing the principles and methodologies of a system to achieve a desired result.
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Many Americans miss out on the joys of having the right financial plan for them because they don't understand how to optimize their money and avoid specific pitfalls.
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That's why you need a paradigm shift - a plan that helps address your needs and achieve your goals so you can live with confidence and peace of mind.
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Your Plan
As you approach retirement, the right financial plan for you should protect your assets by reducing risk, maximize your opportunities by increasing your income, and utilizing tax-smart tactics to navigate the complexities of taxes on your retirement accounts with ease.
Reduce
Risk
You need a plan to protect your assets.
As you get closer to retirement, it becomes more difficult to come back from any losses.
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Being proactive to protect your hard-earned dollars will be key to making them last.
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Increase
Income
Retirement isn't about growth; it's about income.
Making sure you maximize your retirement income will be key to meeting your needs and achieving your dreams.
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Tax-Smart
Tactics
Most people forget that money in Qualified Plans are taxed when you take the money out (when you're needing it)!
Making smarter tax-master moves will help provide more certainty when it comes to taxes in retirement.
“Scott and his team helped me understand money and how to build a better financial plan for me and my family.”
Gregory M.
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Every dollar has an opportunity to spend it or save it.
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Click below to access a free e-book of MISSION ONE MILLION by my colleagues Merle Gilley and Steve Burton.