Did you know most financial advisors specialize in one tactic or set of accounts.

We are one of 1% of firms that are a full planning firm. Meaning we do tax, tax strategies, financial advising, legacy planning, business planning, etc etc..

So with our high net worth clients we ALWAYS try to fund their legacy planning or insurance with tax savings, thus making it a zero net cost.

Alot of high net worth clients want to infinite bank or have cash value but don't want to be out of pocket. Thats where we come in.

*** we also specialze in risk mitigation with current or old 401ks, brokerage accounts etc.

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vikingfinancialgroup

2024-04-12 01:55:56

how much money do you think is enough to retire right now and you'd never have to work another day in your life
probably like
millions
unfortunately this is very very common
a lot of people think that a million dollars is still a lot of money retiring with a million dollars twenty three years ago really wasn't favorable talking with a million dollars now
it's not even really possible so if you've ever heard of the four percent rule basically called the trinity study it's trinity college they did a study saying that
how much income could you take every year not run out of money it came down to say that four percent
that was it
so if you have a million dollars four percent
forty thousand dollars after taxes
about thirty four thousand dollars
to congratulations you skip birthdays you didn't go on vacations you didn't buy a truck he wanted
you didn't do anything
now you to live off less than three thousand dollars a month what's even crazier what's even crazier is the average four one k right now it's about two hundred and sixteen thousand dollars when you retire so you said to comfortably comfortably retired needed a million dollars
so guess what you only have two hundred sixteen that's a fifth
they'll get three thousand dollars a month six hundred bucks a month
i don't make this video to say for one cases scam
i make this video to say traditional financial advisors traditional financial planning when we do four one k so there's a plethora of accounts out there that you can utilize that give you way more income than four one k if you want to know if those are
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