SMART

SMART - Strategic Movement Around Retirement Taxation

Each person and family's situation drives a solution that first identifies key problems and what to do about these issues. The typical implementation is over a 10-12 year period.

A major component is to establish an after-tax "financial bunker" that works as a cash-reserve with modest returns and is exempt from any future taxation.

The result being a high-level of peace knowing that these funds are protected by an insurance contract immune to future governmental impact.