Financial Planning

Dollars and Diagrams

The Tax-Free Triangle

Learn three ways to create tax-free income: Roth accounts, cash value life insurance, and Health Savings Accounts offer opportunities for tax-free distributions and growth.

Read More »
Dollars and Diagrams

Allocating Your Liquid Net Worth

Allocate your net worth strategically: maintain a six-month cash reserve, secure five years’ worth of portfolio income in fixed-income investments, and invest the rest for long-term growth.

Read More »
Dollars and Diagrams

Checklists For Financial Success

We customize financial checklists to suit your unique needs and goals, drawing inspiration from the meticulous approach of flight crews to ensure comprehensive planning and efficient execution.

Read More »