Mike Milligan's team found a client was budgeting 33% of income for taxes when 13% would do, saving them 20 percentage points on a $9 million portfolio. Their approach combines tax strategy, risk tolerance assessment, healthcare planning, and estate alignment into one integrated plan.
One of our clients, one of our prospects who came in from the radio show, had a financial advisor who told him, just budget 33% for taxes. When we analyzed his $9 million account and what his goals are, we were able to show him that the budget of 33% for taxes was 20% too high. He really only needed to budget for 13% if he executed the right income strategy. And then we evaluate risk tolerance and risk capacity, like how much How well can you sleep at night if the market swings wildly? Then we look at your healthcare considerations, like what is your longevity? What does the end of the life look for you from a cost standpoint, but also a quality of life? And then finally, we look at how your estate plan aligns with all of that.
How to evaluate AI growth stocks (Nvidia, Oracle, CoreWeave) beyond market hype
How to evaluate AI growth stocks (Nvidia, Oracle, CoreWeave) beyond market hype
