In order to pursue your goals and dreams as a professional and in retirement, it is necessary to determine a strategy for your future. Otherwise, your choices may be limited and your options few.

General outline to include; but not limited to:

Types of Investments 

A sound investment strategy professionally and personally is an excellent start toward helping you pursue your financial goals.

• What to consider before you invest
• A look into 401(k)s, Solo 401(k)s and SEP IRAs and the benefits of each
• Know your risk score!
• Investment risk management strategies

Tax Management Strategies 

Understanding tax strategies and managing your tax bill are an integral part of a sound financial approach. Conversely, ignoring the tax ramifications of your investment portfolio may result in lower overall performance. Some taxes can be deferred, and others can be managed through tax-efficient investing.

• Learn how to create tax free income from your 401K and IRAs
• Learn the multi-step strategy to create tax free income
• Taxes and marginal tax rates
• Taxable investments
• Capital gains income tax exclusion
• Investments with tax advantages

Additional Topics may Focus on: 

• Inflation, prices and purchasing power
• Retirement trends
• Retirement Income Sources
• Distributions in retirement