Create Wealth, Achieve Financial Goals
AlphaMark Tax MethodSM Stage Three
As profit and net worth increase, you’ll be faced with another question: what is the best strategy for using this money to achieve my personal, business, net-worth, and family goals?
And the options can seem daunting:
Re-Invest in my business
To Roth or Not?
Family Investment LLCs
HSA Savings Plans
These are the questions Stage Three of the AlphaMark Tax MethodSM was designed to answer.
We’ll start out by doing a deep dive into a number of questions with you:
- What are my ultimate goals?
- What is my Investment Philosophy?
- What is my purpose for my money?
- How do I want to communicate financial literacy to my family?
- How do I coordinate my financial plan with my business and estate plan?
- How do I protect my investments?
- How do I protect my loved ones?
- How do I fund specific events like weddings, college, disability and long-term care?
Answering these questions (and many others) will allow us to design with you the ideal tools for Creating Wealth, and Achieving your Financial Goals.
We’ll prepare working and retirement years cash flow projections: