The Most Positive Financial Experience Of Your Life
Our approach focuses more on how to “use” assets most effectively for income and wealth transfer rather than simply trying to sell the hottest growth investment. By understanding the unique tax characteristics and “purpose” of different types of assets in retirement, you can learn how to position those assets for maximum benefit.
Begin your Journey
PHASE 1 – MEASURE
Measure Income And Wealth Potential: You have to fully understand your True Wealth to truly embrace our methods.
PHASE 2 – MAXIMIZE
Maximize Your Income Producing Assets: Once you become a client, we will start by analyzing your current income sources.
PHASE 3 – MAXIMIZE
Maximize The Transfer Of Your Wealth: The goal of this phase is to maximize wealth transfer and minimize estate taxes.
PHASE 4 – MONITOR
Monitor Your Wealth And Maintain Records: For purposes of monitoring wealth and maintaining records for heirs.
Get a Copy of Our New Book!
Get your complimentary copy of John’s influential book “The Wealth Maximization Method” today.
To get your complimentary copy of this informative book, just click the button below and fill out the form. We will contact you to get your copy to you as soon as possible.
Davenport & Associates
Financial Planners in Norwalk, CT
Call us today at 833-203-8300 to schedule a complimentary consultation or click the button below to register for an appointment.
800 Connecticut Avenue | Suite E401
Norwalk CT 06854
Toll-Free: 833-203-8300 | Phone: 203-853-6300