How are you going to fund retirement?
- Business Succession?
- 401(k)s, IRAs and Other retirement plans?
Did you know that if these work too well that they can trigger taxes on up to 85% of Social Security Benefits¹ and lead to Higher MediCare Premiums², as well as a whole host of other problems?
Well they can! That is why developing an End Game Solution is so critical. A fractured financial services industry leads us to make one decision at a time, often creating unintended consequences.
The solution lies in utilizing a holistic model that can look at all of our financial decisions on one page. This model then serves as our game board where we can test and verify our choices and strategies in the real world in order to maximize enjoyment of our wealth.
This is the End Game.
Welcome! 