Worried That Your Financial Strategy is MISSING SOMETHING?

We Can Help With That…
"An investment in knowledge, pays the best dividends."
- Benjamin Franklin

Need Help Creating a Money Plan You Feel Good About?
We Might Be Able to Help With That

Most people believe that all money spends better with a written and up to date plan. A big concern is making sure they enjoy their money without the fear of running out. Sadly, most people have never seen a written income distribution plan.

We’re here to help. We’ve created thousands of financial plans for retirees making the transition into retirement. We call it our Money Master Plan™.

During Your No Cost Session You’ll Learn:

  • Three ways you could potentially reduce your fees and the risk you take (not a product). In fact, these are things you can even do on your own, without us!
  • How to determine how much income you’ll need in retirement
  • How to identify tax-planning opportunities, so you save money
  • How organizing, testing and tracking your money plan puts you in a better position to spend your money more efficiently — and make simple decisions over the years, not stressful ones
  • How to claim your Social Security benefit to create maximum benefit on your other retirement savings
  • And Much More!
SCHEDULE NOW!

Money Master Plan™ Process

When you meet with Nick & his team, here’s what happens: It will be an easy conversation, where we learn about you and your major questions. We then share our strategies, which allows you to see the full picture and process. No surprises.

  • 1

    Income Distribution Plan

    Help ensure your expenses can be paid month to month with reliability for the rest of your life. Typically includes: Income and expense analysis, Social Security optimization, inflation planning, spousal-continuation planning.

  • 2

    Investment Plan

    We create a rules based investment plan, driven by a formula, that uses smart risk re-balancing: IRA/401(k) planning, fiduciary model, risk management plan, daily portfolio monitoring, institutional money management.

  • 3

    Tax Optimization Plan

    Tax-optimization strategies, Roth conversion analysis, charitable giving, required minimum distribution plan analysis, account withdrawal order analysis.

  • 4

    Health Care Plan

    We will create a plan designed to help you protect yourself against rising healthcare costs: Budgeting for Medicare part B & D, Analyzing options for a long-term care plan.

  • 5

    Legacy Plan

    By working collaboratively with a qualified Estate Planning Attorney, our goal will be to help you: maximize your estate and income tax planning opportunities, ensure assets are distributed to your beneficiaries with minimal probate costs, prevent your IRA and qualified accounts from becoming fully taxable to your beneficiaries upon your death.

SCHEDULE NOW!

Nicolas Davis, ChFC® RICP®

Nick works with families focusing on creating integrated retirement income and wealth management plans. He believes that all money spends better with a written and tracked plan.

Alongside his team of professionals, Nick takes a big picture approach with families and assist them in achieving their financial goals. He thoroughly educates his clients about the advantages and disadvantages of their financial decisions and helps them create and execute financial, tax, and estate plans that can guide them throughout retirement.

Nick sits on the advisory board of an investment portfolio that was awarded the Inc. 500 top 10 fastest growing small business in 2016 and 2017 where he provides insight for the future development of improving the financial advisory experience for retirees.

His media show, Retire with Clarity, has been heard on the radio and via podcast. His articles have appeared on CNN Money and Forbes.com and he is a sought-after speaker on the topic of retirement income planning. He lives in Texas with his wife and four children.

You’ve Worked Hard to Enjoy Your Retirement…
Let Us Help Make Sure You Do