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Tax-First Approach

Strategically Minimizing Your Tax Liabilities

Our tax-first lens, legal expertise, and family-oriented approach are the cornerstones of our commitment to your financial well-being. We prioritize understanding your unique goals and objectives, so that your financial plan aligns with your aspirations. Within our strategy, we utilize three distinct buckets—tax-deferred, taxable, and tax-free—each tailored to maximize your financial potential and minimize tax burdens.

The Tax Deferred Bucket to Reduce Immediate Obligations

The Tax Deferred Bucket to Reduce Immediate Obligations

The tax-deferred bucket is designed to optimize your wealth by reducing immediate tax obligations. Funds allocated here are contributed before tax, helping you to lower your taxable income. It's a tax-efficient way to grow your wealth and invest in your future.

The Taxable Bucket for Greater Flexibility

The Taxable Bucket for Greater Flexibility

The taxable bucket offers flexibility and accessibility. Funds allocated here are invested in taxable accounts. This bucket provides control and versatility, making it ideal for short-term savings goals, major expenses, or investment strategies.

The Tax-Free Bucket for Long-term Advantages

The Tax-Free Bucket for Long-term Advantages

The tax-free bucket offers long-term tax advantages, allowing you to enjoy tax-free growth and withdrawals. Funds allocated here are contributed after tax, meaning you don't receive an immediate tax deduction. The growth and withdrawals here are tax-free.

Transition Seamlessly from Contribution through Distribution Stages

We're by your side throughout life's journey, assisting you in discovering tailored and impactful financial solutions for your present and future objectives.

Starting Out

Starting Out

Building Wealth

Building Wealth

Nearing Retirement

Nearing Retirement

Retired Life

Retired Life

A Process to Deliver Control, Clarity, and Confidence

A Process to Deliver Control, Clarity, and Confidence

Our strategic approach is designed to transform your financial journey by optimizing your tax outcomes. By intelligently allocating your funds into pre-tax, Roth, and non-retirement buckets, we empower you to reduce the amount of money you pay in taxes while preserving your wealth. The result? You keep more of your hard-earned money in your pocket, helping to ensure a brighter financial future.

Unlock the Ohio/Florida Financial Advantage

We're experienced in leveraging the unique tax and legal distinctions between these two states to safeguard your wealth and minimize tax liabilities. Discover the ten crucial points that can make a world of difference and start planning your transition today. Click here to explore a personalized landing page tailored to your needs.

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Why Wealth Health

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