WANT TO MAKE SMARTER DECISIONS WITH YOUR MONEY?
Welcome to Money Evolution
My sole focus is ONE thing: to help you GET MORE OUT OF YOUR FINANCIAL RESOURCES... giving you the clarity and confidence to turn your biggest dreams into reality, your goals into achievements, and your planning into purpose.
I UNDERSTAND
How Hard It Can Be to Find Answers
to Your Most Important Financial Questions.
It's a story I hear almost every day...
You schedule an appointment with a financial advisor, maybe even someone referred by a friend, colleague, or family member. But when you meet with them, the conversation quickly turns to how they can help you manage your portfolio.
We manage portfolios too, but first let’s focus on what really matters.
I believe you should have a solid financial plan first – with all your big questions answered and important decisions made before we ever talk about managing your money.
Because here's the truth:
Making smart decisions about things like creating reliable retirement income, managing your cash flow effectively, or developing tax-efficient withdrawal strategies can have an even bigger impact on your financial future than investment returns alone.
Think about it...
having a clear cash flow strategy means knowing exactly how much you can spend without worry each month. The right tax planning could save you tens or even hundreds of thousands over your lifetime.
Smart retirement account withdrawal strategies can help you get more consistent income throughout your retirement. And having all of this coordinated into one comprehensive plan? That gives you something even more valuable: confidence about your future.
READY TO GET STARTED?
Here's How We Can Help
CHECK OUT SOME OF OUR MOST POPULAR VIDEOS from our YouTube Channel:
Subscribe for new videos every week covering topics like:
• Understanding and optimizing your taxes
• Smart Roth conversion strategies
• Creating reliable cash flow in retirement
• Social Security claiming strategies
• Making the most of your 401(k)
• Investment approaches and financial market insights
• Retirement withdrawal planning
• And much more…
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This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.
Lethemon Financial
- 21 E Long Lake Rd #104, Bloomfield Hills, MI 48304
Contact Us
- bill@lethemonfinancial.com
- (248) 731-7829
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