Zero Tax Planning
How much of your hard-earned retirement will you get to keep?
WATCH: What Happens to Tax Rates in 2026?
Tax-Free Income for Life
Build life-long income streams into your portfolio so you won’t run the risk of outliving your money.
Principle Protection
Protect a portion of your portfolio from market losses and create safe and productive rates of return.
Minimize Social Security Taxes
Add 5-7 years of longevity to your retirement income by lowering the amount you pay into Social Security over your lifetime.
Long-Term Care Provisions
Mitigate one of retirement’s greatest risks – healthcare costs – with tailored provisions for long-term care within your retirement plan.
When it comes to getting to the Power of Zero tax bracket and tax-free retirement planning, not all advisors are created equal. The Elite POZ Advisor Group is a collection of trained professionals that have been vetted by David McKnight himself. There are a number of requirements that someone needs to have completed before they can enter the group.
Are You Ready Maximize Your Retirement Income? We can help you.
Are you managing the risks that affect financial success? Do you have the right amount of savings and investments in the right kinds of accounts? Do you have tax-efficient or tax-free distribution strategies in place? We can help – let’s talk!
