POZ Planning Process

Get to the 0% Tax Bracket

If you're like most Americans, the majority of your retirement savings is saved in Tax-Deferred vehicles, such as, 401(k)'s and IRAs. However, what happens to your ability to spend and enjoy your retirement savings when tax rates go up in the future? Did you know that there are many experts and economists that believe tax rates in the future would have to double - just to keep our country solvent? We believe there is only one way to protect yourself from the impact of higher taxes and that is to get to the 0% tax bracket. Why? Because is tax rates double, two times ZER0 is still ZERO.

Initial Strategy Session

During this 60-minute session, we spend time getting to know you and your unique situation. What are your goals? Dreams? Desires? What is it that could keep you from achieving those things?

Strategic Planning Session

During this 90-minute session, we'll present a comprehensive plan, complete with a Retirement Roadmap, that is designed to give you step-by-step guidance on the path towards a Tax-Free retirement.

Implementation Session

Once the roadmap has been determined, we will shepherd you through the implementation of all necessary steps.

Monitoring and Review

After the initial implementation, the work doesn't stop there. We will continue to meet together to review your plan and make any necessary course corrections.

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