Graham Lucht

Fort Myers, Florida Area United States

Designing & Implementing Successful Financial Strategies

Finance / Banking / Insurance

I specialize in Designing Financial Strategies: Retirement Distribution Strategies - using my "Bucket Distribution Strategy" philosophy to recapture those lost resources like time or cash flow. Retirement income should be a well planned distribution strategy that provides a lifetime income and that is built to last. Business Owners Exit Strategies - Business Owners exiting their business are looking for a plan to mitigate the taxes created from the proceeds of that business sale. I design tax efficient strategies that can defer or recapture lost tax dollars from that lump sum; as well as build a plan to turn that business sale into a lifetime income so you can retire comfortably.