Tyson Kunst Email & Phone Number

Working class professionals - like yourself - don’t think about retirement ‘that much’...Yeah sure, it’s in the back of your mind...but you’ve got other priorities.Your familyYour spouseYour friendsYour careerYour extracurricular activitiesThe last thing that gets your attention is retirement. And it’s not like this is an easy thing to think about either.There are many overwhelming and frustrating variables that pop up when you start to think about how you’re going to reach that stage of your life.How do you pull money out of your IRA or 401K without Uncle Sam taking too much?What Social Security benefits are you entitled to?How do I properly budget cash flow before and during retirement?Will I even have enough cash flow to make retirement worthwhile?That’s just the start. And there are a plethora of frustrating questions that will make your head spin. Can you see why people - maybe yourself included - elects to NOT talk about retirement until it’s absolutely necessary. It’s not a great idea...it’s like waiting till the day-of to pack for vacation. It’s a mad rush to get things prepared and out the door. And it’s more than likely you’ll forget a few things that were important that could put a serious damper on what should be a relaxing getaway. Fortunately, with vacations, things can be replaced or fixed fairly easily.But with retirement...small miscalculations and waiting to address retirement leave permanent damage. Which would essentially ruin your what should be a relaxing retirement.How do you avoid this? Well that’s what I specialize in...helping working professionals plan accordingly for retirement, increase cash flow, and significantly minimize taxes.Create a demo tax-plan for your situation. Leading to a potential tax savings of $50,000 to $300,000Next, we take that same demo, and establish your ideal rates of return, Social Security claiming strategies, tax minimization strategies (like IRA spend down plans, Roth conversion plans, QCDs, Trust planning and more).Finally, we select the demo that fits your long-term goals. It will be my responsibility to guide you through this and ensure you are hitting the milestones that lead to your ideal version of retirement.Look, planning for retirement is a daunting task….a task that one should not face alone. If you’d like to learn more about how I’d guide you through this process and ensure you reach your destination...then simply send me an email and let’s talk. Investment Advisory Services offered through HBW Advisory Services, an SEC Registered Investment Advisor

Listed skills include Leadership, Wealth Management, Financial Analysis, Strategic Planning, and 20 others.

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  San Diego State University

  Economics/Finance