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Income Flow of Life
 

Vulpes LLC
 

Trust    Compassion    Understanding
 

Connie Fox

Welcome to Vulpes LLC, where trust, compassion, and understanding shape everything we do. Navigating retirement through the Income Flow of Life, we craft strategies tailored to your unique goals and lifestyle. With a personalized approach and an unwavering commitment to your success, we’re here to guide you through life’s financial milestones with expertise and the utmost integrity.

Let’s take control of your financial journey together!

Connie Fox shares with Ethan Kapp her enthusiasm for assisting families in planning a successful retirement and why she considers the documentary The Retirement Deception so important.

TRUST. COMPASSION. UNDERSTANDING.

Navigating the Income Flow of Life

Do you have a written financial strategy that has what it takes for a lifetime of income? Not merely an investment strategy or retirement plan, but a lifetime income flow plan, from major purchases to short and mid-term savings goals, with a retirement strategy that results in a tax-efficient retirement. This is about securing your financial future.


Allow my team at Vulpes LLC, with our proven expertise and experience, to help you create a strategy for an Income Flow for Life. Contact us today for a Zoom call, or complete your first step with a personalized income flow.

Income Flow and Retirement

  • Life Insurance

How does life insurance fit into your overall income flow?

  • Social Security

What portion of your Social Security benefits might be collected back by the government?

  • Inflation

How does inflation impact your income flow during the accumulation phase and retirement?

Tax Strategies and Financial Stability
  • Taxes

What steps are you taking to reduce taxes during the accumulation phase of your financial journey? Have you considered strategies to lower taxes in retirement?

  • Living Paycheck to Paycheck

Do you have a written financial plan that’s easy to follow?

  • Saving with intention

Are you prioritizing savings over fulfilling all your wants, or are you balancing current enjoyment with future security?

 

Create Income Flow For Your Lifestyle
  • Manage Risk

Does your strategy effectively minimize market risk?

Are you confident in your approach?

  • Saving Plan

Do you have a clear savings plan?

 

Is it tied to a percentage of your income flow, ensuring consistency regardless of life changes?

 

Or are you saving only what remains after fulfilling your wants?

  • Spending and Budgeting

Are you using an app or another tool to track your spending habits?

Schedule a Zoom appointment

Thank you! We will reach out shortly.

      

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