We focus on maximizing incomes and legacies for people who’ve spent a lifetime building something significant for themselves and their loved ones.
Too many financial advisors today focus on rate of return at the expense of everything else. The rate of return is always a focus. It shouldn’t be the only focus. There is another way to approach wealth planning that may maximize income and enjoyment in retirement while maximizing the transfer of tax-free wealth to heirs or your favorite charity.
We focus on maximizing incomes and legacies for people who’ve spent a lifetime building something significant for themselves and their loved ones.
Too many financial advisors today focus on rate of return at the expense of everything else. The rate of return is always a focus. It shouldn’t be the only focus. There is another way to approach wealth planning that may maximize income and enjoyment in retirement while maximizing the transfer of tax-free wealth to heirs or your favorite charity.
On The WealthMax Blueprint, John has discussed hot economic topics, how to plan effectively for retirement, and how to tackle the challenges and opportunities pre-retirees and retirees experience.
On The WealthMax Blueprint, John has discussed hot economic topics, how to plan effectively for retirement, and how to tackle the challenges and opportunities pre-retirees and retirees experience.
Tune in to “The Finance Report” to hear John Davenport discuss the latest on Social Security, tax and legacy planning, and more need-to-know retirement topics.
Tune in to “The Finance Report” to hear John Davenport discuss the latest on Social Security, tax and legacy planning, and more need-to-know retirement topics.
Many times, interactions between clients and their brokers or financial planners are simply a comparison between what “growth” investments the client has and what better “growth” investments their firm offers. Many strategies that may help the client maximize their income or pass on more wealth to their heirs are not discussed. The client may be unaware of significant opportunities to maximize their true wealth.
Many times, interactions between clients and thOur method creates a completely different experience. It’s about positioning all different types of assets in such a way as to create a cohesive purpose with four primary objectives:
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