WELCOME TO THE POZ TAX PLAN

Does Your Current Retirement Plan Include A 0% Tax Bracket?

Don't Worry! We can help you prepare for the impact of rising tax rates and show you how to avoid costly retirement risks you may have overlooked. Learn how to live tax free in retirement.

Is your Retirement Safe From Rising Tax Rates, Healthcare Costs, and Market Volatility?

Most experts agree there is a major financial storm brewing. Those same experts also agree that taxes will be going up, not down and that will put your retirement future and security in jeopardy.  With that in mind, now is the time to implement a tax efficient retirement plan

With the Power Of Zero Team, we create a specific Retirement Roadmap and Plan that will show you the impacts of rising taxes on your retirement.  Your plan will also outline the exact steps to get to the lowest possible tax bracket with a goal of getting to a 0% tax liability.

Who We Are

Frank Riedel IV

Frank Riedel IV

  • Founder & Executive Officer – Hurricane Financial Corp.
  • Certified Estate Planner – CEP®
  • Certified Financial Fiduciary – CFF®
  • Power Of Zero – Elite Advisor®
  • Certified Financial Education Instructor – CFEI®
  • Amazon International Best-Selling Author, “What Keeps You Awake At Night?”
  • Member of The Elite POZ Advisor Group

As the President and Founder of Hurricane Financial Corp, Frank is dedicated to helping clients achieve their financial goals without unnecessary taxes, fees or exposure. With over 20 years of experience in the financial services marketplace and clients in 39 States, Frank helps people just like you from coast to coast using The Power of Zero Retirement Roadmap strategy.

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Michael Avery

Michael Avery

  • POZ Team Leader
  • Certified Estate Planner – CEP®
  • Member of The Elite POZ Advisor Group

As the POZ Team Leader at Hurricane Financial Corp, Michael is dedicated to helping clients achieve their financial retirement goals.  With over 20 years of experience in financial services, Michael helps people just like you from coast to coast using The Power of Zero Retirement Roadmap strategy.

How We Use The Power Of Zero

It can be extremely challenging to figure out the best retirement strategy on your own, especially when you are navigating the road to a 0% tax bracket.  Knowing exactly how to balance your taxable, tax-deferred and tax-free buckets is the key.  That’s why we use the Power of Zero Retirement Roadmap built specifically for you and your unique situation and plan.

Tax-Free Income For Life

We help you build life-long income to reduce any risk of you outliving your money.

Principle Protection

Protect a portion of your retirement accounts form market losses for potential safe rates of return.

Minimize Social Security Taxes

By lowering what you pay into Social Security can potentially add 5-7 yrs to your retirement income.

Long-Term Care Provisions

With tailored Long-Term Care as part of your retirement plan you mitigate on of your greatest risks

The Power Of Zero Process

Our planning begins with one important question: “What needs to take place going forward so that you can live a life of significance and purpose in retirement?” 

Discovery - Initial Strategy Session

We spend time with each client to understand where you are currently, and where you desire to be. We learn what is important to you by discussing both short term goals (1-3 years) and your life goals. What does a successful retirement mean to you? What needs to take place going forward to live a life of significance and purpose?

Develop Your Custom Strategic Plan

We conduct a comprehensive and holistic analysis of your unique circumstances to determine the "Best of Class" strategies for you to reach your desired goals and create a tax-free retirement. We then create a Retirement Road Map to identify the steps you need to implement to achieve a tax-free retirement.

Implementation - Set Your Plan In Motion

Once we’ve determined the optimal roadmap for your successful retirement including lower or zero taxes, we will guide you through the steps you need to take to implement the strategies. We will help you step-by-step to follow your personalized Road Map and navigate changes in your plan as they arise.

Monitoring - Watching Over What Matters

Each year we will monitor the progress of your strategy and come together to discuss any course corrections; and create accountability to take the necessary steps to help you achieve an income tax free retirement.

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