The Premium Retirement Strategy

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The Premium Retirement Strategy

A 5-Phase Financial Strategy designed to help retirees and near retirees…

Generate the exceptional income returns for you in retirement
Outperform most other investment vehicles
Reduce or eliminate the risk of Wall Street corrections impacting your lifestyle in retirement
Potentially save you thousands in taxes, legally, by using our ‘tax free growth and income strategies’

In This Free Template, I’ll Show You…

The 8 Crucial Questions

If you have managed to build a significant asset base the advisor and financial strategy you choose is even more crucial. There is a list of 8 Crucial Questions for you to consider when choosing a financial advisor and retirement plan.

Specifically, if you can not answer “YES” to EVERY question on this list then my Safe Money Retirement Strategy could add crucial weight to your financial security and retirement planning.

The Big 6 Retirement Pillars

Most financial strategies are good at either “Growing” your nest egg OR creating “Income” for you to live off…

But NOT both…

The first step to financial security in retirement is to understand the Big 6 Retirement Pillars that allow you to reduce your tax bill… generate the income you need AND the growth you require to keep your nest egg intact.

Tax-Free Growth and Income For Retirement…

Taxes can have a big impact on your retirement savings. IRA/ 401k / 403b plans can add significant taxations to your retirement. Many retirees are shocked by the impact of taxes.

If you’re a high income earner or have grown a reasonable nest egg there are strategies we can use to reduce your tax liability.

There are investment strategies previously only available to the ultra rich that offer exceptional returns and massive tax benefits.

By accessing these strategies you can enjoy the growth you want while potentially saving yourself tens, if not hundreds, of thousands of dollars in taxes. That’s money in your pocket for you to use, rather than unnecessarily sent off to Uncle Sam.

The Premium Retirement Strategy ...

The Premium Retirement Strategy is a specific and detailed strategy designed to give you peace of mind during retirement. The strategy works by putting a plan in place to…

- Ensure you have enough income to live

- Your investments are well planned to reduce costs of your investments… so your advisor is not getting over paid,

- Reduce the risk of Wall Street Fluctuations on your portfolio

- WHILE increasing the opportunity for growth.

AND you keep as much in your own pocket as possible by reducing your tax liability.

Hi, I’m Scott McVicker from My Strategic Wealth Team

We help high net worth individuals save money on tax, get exceptional investment returns, while protecting their wealth from Wall Street fluctuations.

We do this with our Premium Retirement Strategy that is delivered throughout the country by our Strategic Wealth Team.

The Premium Retirement Strategy is a specific and detailed strategy that gives you tax free growth and income in retirement… Exceptional returns on your money… While being protected from stock market volatility.

The Premium Retirement Strategy is a specific and detailed strategy that’s designed to help you…

Generate the exceptional income returns for you in retirement
Outperform most other investment vehicles
Reduce or eliminate the risk of Wall Street corrections impacting your lifestyle in retirement
Potentially save you thousands in taxes, legally, by using our ‘tax free growth and income strategies’

Scott McVicker

A Better Plan Is Just A Click Away…

The information presented here is not specific to any individual's personal circumstances. My Strategic Wealth Team does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable- we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.