136 East Idaho Avenue
“Our firm helps you with the financial planning process. We specialize in taking specific steps to avoid the risk of higher taxes and maximizing your cash flow in retirement.” -Jared Davis
Incorporating lifelong income streams into your portfolio so that you don't run the risk of outliving your money.
We establish protection against market loss for a portion of the portfolio and create safe and productive rates of return.
Lowering the amount you pay in Social Security over a lifetime can add 5-7 years to your retirement income longevity.
We add sufficient Long-Term Care provisions within your tailored retirement plan to mitigate one of retirement's greatest risks - Healthcare Costs.
“As a member of The Elite POZ Advisor Group, Jared is one of the top tax-free retirement experts in the nation. He has developed a mastery of all the tax-free planning strategies you’ll need to shield your hard-earned retirement savings from the impact of higher taxes.”– David McKnight, Author, The Power of Zero
hosted by David McNightTax 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 maximize your retirement dollars.
REVISED AND UPDATED WITH A NEW CHAPTER ABOUT THE 2018 TAX CUTSIn 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?
The Elite POZ Advisor Group is an indication that the financial advisor has attended training provided by The Power of Zero, passed a comprehensive exam, met minimum annual production requirements, and other membership qualifications and does not constitute an endorsement of any kind. Membership does not guarantee investment success and does not ensure a higher level of performance or results.