Plan illustrates all recommended strategies summarized on one flow chart
Flow chart summarized on year-by-year balance sheet
Balance sheet summarized with year-by-year cash flow statement
Our process provides a number of distinguishing benefits not typically available through other planning firms. We have a proven system for quarterbacking planning team members from engagement through implementation.
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.