Most financial advisors don't Know this...
Are You Prepared to Go Both Up AND Down the Retirement Mountain?
Did you know most financial advisors use "tax-deferred" strategies...
which means you may be hit with massive taxes in the upcoming years.
Just like any great adventure, the journey to a secure and fulfilling retirement requires careful planning and preparation...
Now, imagine for a moment that "retirement" is the summit of a mountain, and your retirement funds are the supplies and equipment you need to make the climb.
The more you save and invest, the better equipped you'll be to reach the summit!
But what if you packed equipment that got HEAVIER as you climbed?
You see... most people don't realize there's 3 different retirement tools.
Most advisors use "tax-deferred" which means your tools (aka your taxes) are going to be HEAVY.
And it's not just about accumulating wealth to reach the top of the mountain – it's also about protecting it and making sure you've got the proper "equipment" to get back down the mountain!
As you ascend and descend the mountain, you'll encounter all sorts of challenges and obstacles...
Taxes...
Healthcare costs...
Longevity...
And other other not-so-great surprises can quickly drain your retirement income, leaving you stranded and unable to enjoy the fruits of your labor.
That's where a skilled guide comes in.
Just like a mountain guide, the right financial sherpa can help you navigate the treacherous terrain of retirement planning, showing you the best path to take and helping you avoid costly mistakes along the way.
With a solid plan in place, you'll be able to enjoy the view from the top, knowing that you've prepared for every eventuality and are on the path to a successful retirement.
So don't wait – start climbing towards retirement success today!
Ronald Hunter, CFP®
Frequently Asked Questions
What if I already have a Financial Planner?
Not a problem! Because of my broad scope of planning expertise, I can work alongside your financial planner to make sure the best strategies are being used to accomplish your financial goals. This is a win-win for you as you will have many bright minds working for you!
Can you work with my CPA and/or Attorney?
Of course! This is something I do on a regular basis with many of my own clients, as well as those of CPAs and Attorneys. Creating a truly comprehensive financial plan oftentimes requires multiple financial professionals to be involved and working together in harmony.
If I request a call, do I have to work with you?
Nope! This is something that I wanted to offer completely complimentary and without any additional obligations... which may lead you to wonder why I'm doing this! I know that some people will talk to me, and go back to their old ways of planning. HOWEVER, I know that many will see the value in what I do to serve others, and that they will want to move forward in working together.
Restrictions may apply. This is not to be construed as tax or legal advice, and I recommend that EVERYONE reach out to book a discovery call before attempting to implement this or any other financial solution, so we can determine if it makes sense with your unique financial situation and goals. *Restrictions may apply. This is not to be construed as tax or legal advice, and I recommend that EVERYONE reach out to book a discovery call before attempting to implement this or any other financial solution, so we can determine if it makes sense with your unique financial situation and goals.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Trained Advisor to provide information on a topic that may be of interest. Trained Advisor is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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