Cash Flow Management

We work with our clients to manage their cash flow in a way that is sustainable and tax efficient. Our clients are prepared to be effective in managing their income throughout their retirement to be tax efficient and flexible while preserving government benefits, tax credits and entitlements. Our client are also prepared for significant liquidation events in the future such as future healthcare expense or tax efficient estate planning.

Take a look at this chart, it shows how much money you need to withdraw from different investment accounts in order to spend $100 at various tax rates. It highlights the importance of having a cash flow and withdrawal strategy in retirement.


CashFlow: Your Financial Journey’s Fuel

You can’t begin your journey without positive cash flow. It gives you a solid foundation to build upon, and moves you ahead faster.

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