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.
“Our goal is to empower our clients to create and preserve generational wealth.”
— Sam Pesetsky
Tax-Free Income for Life
Incorporating lifelong income streams into your portfolio so that you don’t run the risk of outliving your money.
Principle 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 – Healthcare Costs.
The Power of Zero Podcast
hosted by David McNight
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.
Tax-Free Income for Life
NOW AVAILABLE: A Step-by-Step Plan for a Secure Retirement
The follow-up to the bestselling The Power of Zero, providing a blueprint to build a guaranteed, tax-free income stream that lasts for the long run.
