A free 45-minute video call, with a short tax preview built from your own balance. We listen first. You decide what happens next.
Free. It helps to come with a sense of your numbers. Bring someone you trust if you’d like.
THE PROBLEM
A preview doesn’t tell you what to do. It lets you decide with a closer look.
Free. Nothing to prepare. Bring someone you trust if you’d like.
Every dollar comes out taxable.
Withdrawals from a traditional 401(k) or IRA are taxed as income.
Required withdrawals start whether you need the money or not.
The government sets the schedule, not you.
Large withdrawals can stack up in one year.
That may raise your tax rate and affect other benefits.
Tax rules change.
A plan that works under today’s rules may need revisiting.
Your account provider and your tax plan are separate jobs.
Providers focus on growing and holding the account. Planning how and when you use it is another conversation.
WHAT WE LOOK AT
You tell us what you want and why. We bring the knowledge to show how it stacks up.
01 /
Your tax-deferred balance and where it sits.
02 /
A simple preview of how required withdrawals could be taxed if nothing changes.
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Whether spreading withdrawals or conversions over several years seems worth exploring.
04 /
How this fits your income, your protection, and what you’d like to leave behind.
Your tax preview
If nothing changes: your numbers appear here
If you plan ahead: your numbers appear here
Assumptions used: bracket, tax rate, age
Example layout only. Your report uses your numbers.
HOW IT WORKS
01 /
Financial awareness
This is the call you book. We learn your situation, you learn how we work, and we gather what we need. You don’t have to fill out a form first.
02 /
Financial organization
About a week later, we show you what we see: where your accounts sit, where the gaps are, and what your options are. You get a written report to take home.
03 /
Financial collaboration
Laws, taxes, and life change. We review the plan with you over time, so that each decision today stays a good one.
The first stretch typically takes three to four weeks, and it moves faster when your information comes in on time. You decide at every step. Nothing happens until you’re comfortable with it.
HOW WE GET PAID
The call, the analysis, and the report cost you nothing. If you later decide to work with us, there are three ways we’re paid.
It’s yours to keep.
If we give you the report and you decide to go elsewhere, that’s your choice. The plan is yours either way.
01 /
Referrals.
We want you to be happy enough with our work to tell people about us. That’s why we explain everything and answer every question.
02 /
Commissions.
If we show you a change that makes sense, you agree, and you use a company we have a relationship with, that company pays us. You don’t write us a check for it.
03 /
A management fee, only if you hire us to manage investments.
You pay it directly as a percentage of the assets we manage. We’ll put it in writing before anything starts.
QUESTIONS
Don’t see yours? Text or call (404) 244 6675.
Does it cost anything to book?
Will you try to sell me something on the first call?
Do I have to fill out a form first?
What should I have ready?
Can I bring my spouse, my CPA, or another advisor?
I already have an advisor. Is this still worth it?
Can you move my money or log into my accounts?
How long is the call, and where is it?
How will you confirm my appointment?
Is the preview tax advice?
Does the preview predict what I’ll pay?
A free 45-minute video call with us. Nothing to prepare. No pressure.
Prefer to talk first? Text or call (404) 244 6675. Bring someone you trust if you’d like.