Earlier this year I sat down for an impromptu interview. I was asked about qualifications, my process including financial planning specifically goal discovery and retirement planning. Everyone has a question they'd like to have answered and as you know with Independent Financial Planning, the answer is going to depend...
By implementing a system that uses return stacking to enhance portfolio efficiency, applies probability of failure decision rules to optimize withdrawals, and strategically manages taxes across account types, retirees can significantly improve their financial security throughout retirement while maximizing their standard of living.
Independent Financial Planning, LLC is a Virginia registered investment advisor.