We specialize in strategies to reduce the tax impact of RMDs, including Roth conversions, asset repositioning, and charitable planning techniques.
Don't let taxes take away from the life you've planned. Our Quantum Planning process includes RMD and Roth conversion planning to help you determine if, when, and how much to convert — balancing tax efficiency with long-term growth potential.
Required Minimum Distribution Optimization
Roth IRA Strategies
Save up to $50K+ over time
No two clients have the same goals, tax exposure, or risk tolerance — so no two plans should look the same. Our proprietary Quantum Planning framework delivers a truly custom plan for every client, every time.
We measure success not just by portfolio returns, but by how effectively your plan supports the life you want to live — now and for generations to come
"Nic helped us build a solid plan for our financial future that provides growth and safety from what may occur across numerous market conditions. We both feel that Nic cares genuinely about doing what is right for us and our future. We have recommended him to family members as well as good friends, which is something that we only do if someone has truly earned our trust."
I can truly say that Nic McLeod looks out for the best interest of his clients. Even when it does not benefit himself monetarily. He continues to apply himself genuinely and passionately towards a safe and prosperous future!”
"Nic McLeod has managed my retirement accounts since 2011. He is an awesome trustworthy man! Knowing I can enjoy my retirement and that his best interest is ensuring my funds are secured within accounts that cannot be affected by this looming financial storm is a blessing. Regardless of the economic aftermath that is happening in our country, I feel at home with Nic. Safety and security is key”
Join industry-leading retirement expert Nic McLeod for an exclusive free webinar and learn how to protect and grow your money. In this 1-hour webinar, you'll learn the keys to portfolio performance and purpose money!
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Start here and learn about how a financial advisor can help you. Free to attend with a $5K exclusive offer included. This is a great place to begin your wealth preservation journey.
Now that you've learned a little bit about our process, if you're ready to future-proof your retirement, we're ready to help. Take the next step and schedule a consultation today.
We'll conduct a thorough portfolio review and start building an investment strategy that works for you. We'll tailor it to your needs and timelines to help you design your perfect retirement plan.
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