The Future Income Blueprint

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This is the single most important discussion and exercise that we have with our most successful clients.  The result of this exercise is a long-term, comprehensive report and action plan with detailed steps for positioning a client's financial wealth for the future.  The objective is to create a series of income streams that will never run out, no matter how long a client lives AND to minimize or even eliminate income taxes in the future since tax rates are predicted to increase significantly over the next 10 - 15 years.