Letter from the President
Growth of $1
Maximize Risk-Adjusted Return
Maximize Return after Taxes
Maximize Returns after Inflation
Maximize Returns after Fees
Maximize Returns after Policy Decisions
Combine Tax and Investment Expertise
Combine Estate and Portfolio Optimization
Model Expected Returns
Monitor Risk vs. Return
See TEAMS Benefits 1-6
See TEAMS Benefits 7-13
See Model Portfolios
Plot Model Portfolio Returns
Begin with Our Process

TEAMS Can Help You Maximize Your Returns After Inflation

Our process begins with your lifetime goals. We prepare a timeline to illustrate what expenses you will have during the rest of your life. We show you how much money you can distribute for retirement lifestyle, transfers to heirs, and major purchases. Taking into account your future distribution needs, as well as the likely after-inflation returns of your portfolio, we show you how much money you should have available to leave a financial legacy for your heirs. We generate reports like the one below in response to changing inflation, taxes, fees, and cash flow distributions. Using simple graphical illustrations, we show you how you can provide for your retirement security and wealth transfer goals. We also show you how to maximize the after-tax, after-inflation, after-fee, after-management-decision return on your portfolio!

To maximize your portfolio returns and fund your vision most tax efficiently, please call
(888) 447-9730.
   
© Tim Voorhees, JD, MBA, 1990-2016