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FREE IRA MAXIMIZATION STRATEGY CALL
Click the button below to claim your FREE IRA Maximization Strategy Call with our team
What you can expect to learn on the call
Learn why IRA/Qualified Plans are the worst possible asset to die with
How to avoid the "IRA Tax Trap"
How to eliminate Uncle Sam on every dollar of your IRA/Qualified Plan Assets when paid to your heirs
How to protect the value of your IRA/Qualified Plan assets for lifetime income
How to create an "IRA Trust" for your heirs. Like creating a Roth IRA without paying the taxes
Learn why IRA/Qualified Plans are the worst possible asset to die with
How to avoid the "IRA Tax Trap"
How to eliminate Uncle Sam on every dollar of your IRA/Qualified Plan assets when paid to your heirs
How to protect the value of your IRA/Qualified Plan assets for lifetime income
How to create an “IRA Trust” for your heirs. Like creating a Roth IRA without paying the taxes
About The IRA Maximization Method
Too many financial advisors today focus on rate of return at the expense of everything else. The rate of return is always a focus. It shouldn't be the only focus. There is another way to approach wealth planning that may maximize income and enjoyment in retirement while maximizing the transfer of tax-free wealth to heirs or your favorite charity.
Our method creates a completely different experience. It’s about positioning all different types of assets in such a way as to create a cohesive purpose with four primary objectives:
Maximize Income
Maximize Legacies
Minimize Taxes
Direct Social Capitol
Schedule your call with us today and let's shift the focus to maximization.
Too many financial advisors today focus on rate of return at the expense of everything else. The rate of return is always a focus. It shouldn't be the only focus. There is another way to approach wealth planning that may maximize income and enjoyment in retirement while maximizing the transfer of tax-free wealth to heirs or your favorite charity.
Our method creates a completely different experience. It’s about positioning all different types of assets in such a way as to create a cohesive purpose with four primary objectives:
Maximize Income
Maximize Legacies
Minimize Taxes
Direct Social Capital
Schedule your FREE strategy call with us today and let's shift the focus to maximization.
About Our Founder, John F. Davenport
John F. Davenport has his undergraduate degree from the University of Notre Dame, his MBA in Finance from Fordham University, and his law degree from Pace University. John’s professional licenses include FINRA Series 6, 7, 63, and 65. John is also a fully licensed insurance broker as well as a licensed attorney in the states of New York and Connecticut.
Before founding Davenport & Associates in 1997, John served as a corporate office for TIAA – CREF, an attorney for a large estate planning firm in New York, and as an Executive Vice President and Wealth Planner for Merrill Lynch. John is a member of the New York and Connecticut State Bar Associations and a Fellow of the Life Office Management Association.
John has been seen on Connecticut Channel 12 and has been quoted in articles in the Journal News and other business publications. John won the 2006 Forbes small business award and Davenport & Associates was featured in the May 2010 issue of Forbes magazine.
Let us show you how we can focus on maximizing incomes and legacies for people who’ve spent a lifetime building something significant for themselves and their loved ones.
*** Only 6 Spots Left As Of Today!***
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Contact us at jdavenport@wealthmaxadvisor.com