The Power of Zero

How will you protect your retirement from the impact of rising taxes?

From rising tax rates to healthcare costs to market volatility, there are many risks that threaten your income in retirement. It is critical to have a unique and tailored Retirement Roadmap. It should outline how to achieve a tax-free income stream while protecting you and your family from outliving your money. Our strategic planning process focuses on your goals and the roadmap you’ll need to follow to achieve them. 

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“Our practice is unique not just within the financial planning space but even within the tax-free paradigm as well.”

— John Chapman

Tax Free Income for Life

Incorporating lifelong income streams into your portfolio so that you don't run the risk of outliving your money.

Principal Protection

We establish protection against market loss for a portion of the portfolio and create safe and productive rates of return.

Minimize Social Security Taxes

Lowering the amount you pay in Social Security over a lifetime can add 5-7 years to your retirement income longevity.

 

Long Term Care Provisions

We add sufficient Long-Term Care provisions within your tailored retirement plan to mitigate one of retirement's greatest risks.

How we use the Power of Zero

MAXIMIZE YOUR RETIREMENT INCOME

 

We have a strong desire to bring clients from taxable and tax-deferred to tax-free. We do that by utilizing a unique and powerful strategy for wealth management and retirement planning in order to create multiple tax-free or tax-efficient income streams for life.

 

The Power of Zero Podcast

                            Hosted by David McKnight

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Tax rates 10 years from now are likely to be much higher than they are today. Is your retirement plan ready?

Learn how to avoid the coming tax freight train and maximize your retirement dollars.

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The Power of Zero Book
REVISED AND UPDATED WITH A NEW CHAPTER ABOUT THE 2018 TAX CUTS

In The Power of Zero, McKnight provides a concise, step-by-step roadmap on how to get to the 0% tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture

The day of reckoning is fast approaching. Are you ready to do what it takes to experience the power of zero?

How much of your hard-earned retirement will you get to keep?

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.