Our Planning Philosophy : SharpEdge Financial, LLC | Financial Advice for Attorneys

Our Planning Philosophy

Financial Success Process

Financial Success Pyramid 1

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Neither SharpEdge Financial LLC, its staff, nor Eagle Strategies LLC or its advisors or affiliates provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. SharpEdge Financial LLC is not owned or operated by Eagle Strategies LLC or any affiliates. Eagle Strategies LLC & NYLIFE Securities LLC are New York Life companies.

Tax Diversification

Three Buckets 1

Three Buckets 2

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1Certain interest, although exempt from federal income tax, may still be reportable to the IRS and, in certain circumstances, may be subject to alternative minimum tax (AMT).

Neither SharpEdge Financial LLC, its staff, nor Eagle Strategies LLC or its advisors or affiliates provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. SharpEdge Financial LLC is not owned or operated by Eagle Strategies LLC or any affiliates. Eagle Strategies LLC & NYLIFE Securities LLC are New York Life companies. Exp. 3/9/2024.