When is the last time you checked up on your financial fitness?
I can take the weight off your shoulders.
Do you know how much inflation will affect your retirement spending on things such as basic living expenses, travel, home improvements, gifts, and other one off expenses?
Have you reviewed your strategies in light of recent changes in tax legislation to make sure you're using every opportunity to potentially lower your taxes now and in the future?
Is your income plan flexible and have you planned for the inevitable ups and downs of the stock market?
Do you understand how Taxable, Tax-Deferred, and Tax-Free wealth buckets work and have a drawdown strategy that helps maximize your after-tax income?
Check Up On Your Financial Fitness Today!
My team and I proudly serve San Antonio, Texas and surrounding areas, and we look forward to working with you - virtually or in-person based on your preference and location. Schedule time to meet or use the submission form below to begin.