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AlphaMark Tax MethodSM Stage Three

As profit and net worth increase, you’ll be faced with another question: what is the best strategy for using this money to achieve my personal, business, net-worth, and family goals? An the options can seem daunting:
  • Stocks
  • Bonds
  • Mutual funds
  • ETFs
  • Re-Invest in my business
  • Life Insurance
  • Annuities
  • Brokerage Accounts
  • IRAs
  • 401(k)s
  • KEOGH
  • To Roth or Not?
  • Defined Benefit Plans
  • Family Investment LLCs
  • Captive Insurance
  • 529 Education
  • HSA Savings Plans
Then there’s always questions about performance, diversification, allocations, and correlation:

You’ll also have other questions, like:

Which investments are creditor protected?

Which investments are bankruptcy proof?

Which investments can I access if a business emergency comes up?

Which investments can I access for a personal emergency?

Which investments provide future tax benefits?

Which investments are included in my estate for tax purposes?

These are the questions Stage Three of the AlphaMark Tax MethodSM was designed to answer.

We’ll start out by doing a deep dive into a number of questions with you:

  • What are my ultimate goals?
  • What is my Investment Philosophy?
  • What is my purpose for my money?
  • How do I want to communicate financial literacy to my family?
  • How do I coordinate my financial plan with my business and estate plan?
  • How do I protect my investments?
  • How do I protect my loved ones?
  • How do I fund specific events like weddings, college, disability and long-term care

Answering these questions (and many others) will allow us to design with you the ideal tools for Creating Wealth, and Achieving your Financial Goals.

We’ll prepare working and retirement years cash flow projections:

And we’ll implement and monitor your investment objectives over time.
We’ll be your Proactive Investment and Wealth Strategy Partner That Can Help You Make Strategic, Informed Decisions To Grow Year after Year!
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This material & presentation content is for informational and educational purposes only. This material and presentation content is designed to provide general information regarding the subject matter covered. It is not intended to serve as legal, tax, or other financial advice related to individual situations. Because each individual’s legal, tax, and financial situation is different, specific advice should be tailored to the particular circumstances. For this reason, you are advised to consult with your own attorney, accountant, tax preparer, and/or other advisor regarding your specific situation or your client’s specific situation. The information and all accompanying material are for your use and convenience only.

We, AlphaMark Tax, LLC and sister company, AlphaMark Wealth, LLC, and its third party affiliates and presenters, have taken reasonable precautions in the preparation of this material and believe that the information presented in this material is accurate as of the date it was written. However, we will assume no responsibility for any errors or omissions. We specifically disclaim any liability resulting from the use or application of the information contained in this publication.

To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and it cannot be used for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Always seek advice based on your particular circumstances from an independent advisor.

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