Who Revolutionary Wealth Serves

Revolutionary Wealth works with families in Northwest Arkansas between the ages of 59 and 67 who are in the final stretch before retirement — or already there. We work through Social Security timing, Medicare decisions, tax-efficient withdrawal sequencing, and estate planning so your retirement income is structured to last. We're a full-service firm, which means estate documents, tax strategy, and financial planning are all handled in-house by Revolutionary Wealth — no referrals, no gaps, no hand-offs. 

Revolutionary Wealth specializes in working with Walmart associates and corporate employees between the ages of 59 and 67 who are navigating one of the most complex benefits packages in the country. We help you decode your 401(k), profit-sharing plan, and restricted stock units — and build a retirement income strategy around your actual numbers and timeline. As a full-service firm, Revolutionary Wealth handles estate planning and tax strategy in-house, so everything from your benefits rollover to your beneficiary designations gets handled under one roof.

Revolutionary Wealth works with J.B. Hunt employees in Northwest Arkansas between 59 and 67 who are close to retirement and need a clear picture of what comes next. We help you roll over your 401(k), replace your paycheck with a reliable income strategy, and make smart decisions about timing your exit from the workforce. Because we handle estate and tax planning in-house, you don't need three different advisors — Revolutionary Wealth builds and manages the full plan.

Revolutionary Wealth works with Northwest Arkansas business owners between 59 and 67 who are planning to sell in the next one to five years and need a strategy before the deal closes. We help you minimize capital gains, structure the transaction, and decide what to do with the proceeds so the money lasts as long as you do. For owners who want to accelerate retirement savings in the years leading up to a sale, we also design cash balance plans — one of the most powerful tax-reduction tools available to business owners, allowing contributions of $100,000 or more per year. Estate and tax planning are handled in-house at Revolutionary Wealth, so the full exit strategy is coordinated in one place.

If your business generates $200,000 or more per year and your CPA only shows up at tax time, Revolutionary Wealth was built for you. We work with high-income business owners in Northwest Arkansas between 59 and 67 on proactive, year-round tax planning — including cash balance plans that can shelter $100,000 to $300,000+ from taxes annually depending on your age and income. Revolutionary Wealth is a full-service firm, which means estate planning and tax strategy are handled in-house alongside your financial plan — not farmed out to someone else who doesn't know your full picture.

Revolutionary Wealth works with Tyson Foods employees in Northwest Arkansas between the ages of 59 and 67 who are approaching retirement and need help making sense of their benefits before they leave. We help you navigate your 401(k), company stock, and retirement income options — and build a strategy around your actual Tyson benefits package so nothing gets left on the table. As a full-service firm, Revolutionary Wealth handles estate planning and tax strategy in-house, so your retirement plan, tax plan, and estate documents are all coordinated in one place.

Revolutionary Wealth works with Arkansas state employees between the ages of 59 and 67 who are nearing retirement under APERS and need help making the most of their pension and supplemental savings. We help you evaluate your pension payout options, coordinate your APERS benefit with Social Security timing, and build a retirement income strategy around what you've accumulated in deferred compensation and other accounts. Because Revolutionary Wealth handles estate and tax planning in-house, your full financial picture — pension, savings, estate documents — is managed under one roof.

Disclosures:

Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.

Active portfolio management, including market timing, can subject longer term investors to potentially higher fees and can have a negative effect on the long-term performance due to the transaction costs of the short-term trading. In addition, there may be potential tax consequences from these strategies. Active portfolio management and market timing may be unsuitable for some investors depending on their specific investment objectives and financial position. Active portfolio management does not guarantee a profit or protect against a loss in a declining market.

Rebalancing/Reallocating can entail transaction costs and tax consequences that should be considered when determining a rebalancing/reallocation strategy.

Tax-loss harvesting is a strategy of selling securities at a loss to offset a capital gains tax liability. It is typically used to limit the recognition of short-term capital gains, which are normally taxed at higher federal income tax rates than long-term capital gains, though it is also used for long-term capital gains.

Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency. Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.

Any references to protection or steady and reliable income streams refer only to fixed insurance products. References to protection can also refer to estate planning. They do not refer, in any way, to securities or investment advisory products.

Fixed Annuities are long term insurance contracts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company

Converting an employer plan account or Traditional IRA to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including but not limited to, a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.