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