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Portfolio Optimization Can Help You Maximize Returns After Distributions
After-Tax
Return 		Return after Distri-
butions 		 
  Our process begins with your lifetime goals. We prepare a timeline to illustrate what expenses you will have during the rest of your life. We show you how much money you can distribute for retirement lifestyle, transfers to heirs, and major purchases. Taking into account your future distribution needs, as well as the returns of your portfolio, we show you how much money you should have available to leave a financial legacy for your heirs. We generate reports like the one below in response to changing inflation, taxes, fees, and cash flow distributions. Using simple graphical illustrations, we show you how you can provide for your retirement security and wealth transfer goals. We also show you how to maximize the after-inflation, after-tax, after-fee, after-distribution return on your portfolio!
  Contact us to maximize the after-inflation, after-tax, after-fee, after distribution return on your portfolio. We provide illustration, design, and reporting functions to showcase the expertise of proven asset managers. Call 949-453-2901 or email info@VFOS.com.

IMPORTANT: The projections or other information generated in reports illustrating the likelihood of various investment outcomes are hypothetical in nature and are not guarantees of future results. Tax rates used in after-tax return calculations are subject to differing interpretations. Each Monte Carlo Simulation is unique, results vary with each use over time.
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.