(303) - 577 - 9047 | mark@emainstream.com

 (303) - 577 - 9047 | mark@emainstream.com

  • Will Your Taxes Go Up? - We can help you prepare for an adverse tax event.  
  • Will Stealth Tax Be A Factor? - Now is the time to plan.
  • Investment Fees - And So Much More...

Here is a real client example: Jim and Laura are 60 and beginning to plan their retirement. Both have good paying jobs and have saved significant money through their employers. At the time they felt the tax deferred contributions were the best financial decision. Now that taxes are heading up, they are concerned with their retirement nest egg. 

Jim was not aware of the stealth tax on their Social Security. The loss of this money impacted their nest egg more than they anticipated. Then again his investment portfolio was generating higher fees than he thought!

I used the STAR Plan (Strategic Transfer Approach to Retirement) to analyze Jim's retirement situation. His results are below... 

  • Will Your Taxes Go Up? - We can help you prepare for an adverse tax event.
  • ​Will Stealth Tax Be A Factor? - Now is the time to plan.
  • Investment Fees - And So Much More...​

Here is a real client example: Jim and Laura are 60 and beginning to plan their retirement. Both have good paying jobs and have saved significant money through their employers. At the time they felt the tax deferred contributions were the best financial decision. Now that taxes are heading up, they are concerned with their retirement nest egg.

Jim was not aware of the stealth tax on their Social Security. The loss of this money impacted their nest egg more than they anticipated. Then again his investment portfolio was generating higher fees than he thought!

I used the STAR Plan (Strategic Transfer Approach to Retirement) to analyze Jim's retirement situation. His results are below... 

Take a closer look at the money you have spent unknowingly or unnecessarily!

Jim and Laura estimated their life expectancy to be 90. 

Compare the Current Plan against the STAR plan. By planning now, you can avoid significant losses in the future.  

The STAR Plan (Strategic Transfer Approach to Retirement) uses tax free high cash value whole life insurance to avoid the taxes. Jim thought life insurance would have a death benefit only. His thinking changed about life insurance. He now believes in what life insurance can do for him - while he is alive!

This is an example of how we helped Jim and Laura (not their real names) use the Strategic Transfer Approach to Retirement plan. Each client's situation is unique and their results may vary.

STAR Plan
"Strategic Transfer Approach to Retirement"

“Have I saved enough?” We’d like to go one step further and ask, “Have you saved properly?" 

Receive a FREE tax analysis using our STAR Plan to determine how much you are paying in today’s market

Take a closer look at the money you have spent unknowingly or unnecessarily!

Jim and Laura estimated their life expectancy to be 90.
Compare the Current Plan against the STAR plan. By planning now, you can avoid significant losses in the future.
The STAR Plan (Strategic Transfer Approach to Retirement) uses tax free high cash value whole life insurance to avoid the taxes. Jim thought life insurance would have a death benefit only. His thinking changed about life insurance. He now believes in what life insurance can do for him - while he is alive!
He is really impressed with the gain in his legacy by planning now and not waiting. His comment to me was "I wish I had this information when I first started working. I would be so much further ahead to pay taxes on my earnings once and be done."

STAR Plan
"Strategic Transfer Approach to Retirement"

“Have I saved enough?” We’d like to go one step further and ask, “Have you saved properly?"

Receive a FREE tax analysis using our STAR Plan to determine how much you are paying in today’s market

Main Stream Financial, Inc. - All Rights Reserved

Main Stream Financial does not provide tax or legal advice. We will gladly partner with your tax or legal professional. Investment Advisory services are provided by Main Stream Advisors, Inc.

Main Stream Financial, Inc. - All Rights Reserved

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