The Power of Zero

Are you protecting your retirement from the impact of rising taxes?

From rising tax rates to healthcare costs to market volatility, there are many risks that threaten your income in retirement. It is critical to have a personalized Retirement Roadmap. It should outline how to achieve a tax-free income stream while protecting you and your family from outliving your money.

Our strategic planning process focuses on your goals and the roadmap you’ll need to follow to achieve them.

Are you ready to do what it takes to experience the Power of Zero?

Tax-Free Income for Life

Incorporating lifelong income streams into your portfolio so that you don't run the risk of outliving your money.

Principle Protection

We establish protection against market loss for a portion of the portfolio and create safe and productive rates of return.

Manage Social Security Taxes

Lowering the amount you pay in Social Security over a lifetime can add 5-7 years to your retirement income longevity.

Long-Term Care Provisions

We add sufficient Long-Term Care provisions within your tailored retirement plan to mitigate one of retirement's greatest risks - Healthcare Costs.

How We use the Power of Zero

GET THE MOST OUT OF YOUR RETIREMENT INCOME

We utilize a unique and powerful strategy for wealth management and retirement planning to bring our clients from taxable to tax-free. For your roadmap to your tax-free retirement, contact us for a free consultation.

Schedule your one-on-one Discovery Call Today

The Power of Zero Podcast

David McKnight

hosted by David McNight

Tax rates 10 years from now are likely to be much higher than they are today. Is your retirement plan ready?

Learn how to avoid the coming tax freight train and protect your retirement dollars.

The Power of Zero Book by David McKnight

The Power of Zero Book

REVISED AND UPDATED WITH A NEW CHAPTER ABOUT THE 2018 TAX CUTS

In The Power of Zero, McKnight provides a concise, step-by-step roadmap on how to get to the 0% tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture. 

The day of reckoning is fast approaching. Are you ready to do what it takes to experience the power of zero?

WE ARE HERE TO HELP

How much of your hard-earned retirement will you get to keep?

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

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Schedule your one-on-one discovery call today