Finney & Associates

Safe Financial Solutions

SIMPLY BRINGING AWARENESS TO OUR CLIENTS

Your Circle Of Wealth                      

   Inspect What You Expect...

Taxes

The Distribution Phase

There are strategies to accommodate all of the buckets of money you've accumulated so the distribution will be maximized while taxes and market losses minimized...

Transferred  Money

Accumulated  Money

Life Style Money

Interst Paid On Debt  34.5 %

Taxes  30%

Living Expenses 32%

Savings  3.5%

The Accumulation Phase