Dollars and Diagrams

Start With the End in Mind 2.0

Life Insurance, Roth IRA

The end of this life is death.  At death, the most efficient assets to own (asset location: tax free) currently are life insurance and Roth accounts.

Currently, both Roth accounts and life insurance pass state and federally tax free to your named beneficiaries.

At retirement, both asset allocation and asset location are incredibly important.  I generally recommend that clients have:

✔ 6 months of expenses in an emergency fund

✔ 5 years’ worth of portfolio income in fixed income 

✔ The remaining balance of the portfolio should be invested for growth potential.

Today.   How do you get from where you are to where you want to go?  

A financial plan puts you a journey to pursue optimal outcomes.  Start with the end in mind to work back to what you should be doing annually/ monthly/ weekly to stay on the right path.

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

LPL Tracking #1-05180370


College Planning

Disability Insurance

Estate Planning



Life Insurance

Retirement Funding

Roth IRA


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graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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