Letter from the President
Growth of $1
Maximize Risk-Adjusted Return
Maximize Return after Taxes
Maximize Returns after Inflation
Maximize Returns after Fees
Maximize Returns after Policy Decisions
Combine Tax and Investment Expertise
Combine Estate and Portfolio Optimization
Model Expected Returns
Monitor Risk vs. Return
See TEAMS Benefits 1-6
See TEAMS Benefits 7-13
See Model Portfolios
Plot Model Portfolio Returns
Begin with Our Process

Model Expected Returns

We show you how $1 can grow to be worth hundreds or thousands of dollars if you minimize taxes, inflation risks, fees, and ill-timed distributions. Then, using illustrations like the one below, we illustrate how we help you minimize the above costs so that dollars in your portfolios can grow to achieve your lifetime income and wealth transfer goals.






* U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided is not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.





See assumptions behind the growth chart at:

© Tim Voorhees, JD, MBA, 1990-2016