THE “FREEDOM Fund” FRAMEWORK FOR HIGH-INCOME ACCUMULATORS

Utilizing The “Order of Operations” Framework To Escape the Liquidity Trap

The step-by-step process high earners use to balance growth, taxes, and liquidity—so they can stop feeling “rich on paper” and start building true financial freedom.

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Garrett Engman

Managing Partner

Fiduciary Financial Advisor

7 Years of Industry Experience

– The 3-Part Order of Operations to Maximize Flexibility and Minimize Taxes –

Insights by Private Wealth Advisor

Garrett Engman

Key Insights To...

  • Spot the Liquidity Illusion: Understand why so many high earners feel wealthy but can’t access their own money—and how to fix it

  • Master Your Next Dollar: Discover the simple framework to know exactly where each new dollar should go for maximum flexibility and tax efficiency.

  • Design Your Freedom Fund: Learn how to create a savings balance that gives you options long before age 59½

  • And More...

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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory   Services offered through J.W. Cole Advisors, Inc. (JWCA). New Horizons BFS and JWC/ JWCA are   unaffiliated entities.       The information contained in this presentation does not purport to be a complete description   and is intended for informational purposes only. Any opinions expressed are those of New Horizons BFS and not necessarily those of JWC or JWCA. This information is not intended as a   solicitation or an offer to buy or sell any security or investment product. Information is   solely intended for recipients in jurisdictions where the named financial professional(s) are   licensed to engage the investing public. Investments and strategies mentioned may not be   suitable for all investors. New Horizons BFS and JWC/JWCA do not provide tax or legal advice.   Always discuss any tax or legal matters with an appropriate professional. The S&P 500 and   other such indices are unmanaged, do not incur fees or expense, cannot be invested into   directly and individual investor’s results will vary. Past performance is no guarantee of   future results. As with all investments, income generating programs, etc. various risks   may exist and JWC/JWCA recommends you consult with your financial professional prior to   making any financial decisions

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