OUR APPROACH
"The 1-Page Gameplan"
Small Improvements. Big Results.
At NTX Wealth Partners, we start by listening – really listening. Your goals, your timeline, your tax picture. You stay in control; we guide the way with a clear Gameplan and run the plays together – one smart adjustment at a time.
See how small changes add up…
See the Gameplan in Action
Meet your “coaches” and learn more about the 1-Page Gameplan in this quick walkthrough.
How We Help:
Your Gameplan, five core plays. We keep it simple so you can stay confident – and in control.
(1‑Page Gameplan)
“We’re overwhelmed—too many moving parts.”
PLAY:
We listen first, then turn your priorities into a one‑page plan with clear next steps and owner/due‑date for each.
Portfolio
“Surprise tax bills keep popping up.”
PLAY:
We plan asset location, tax‑loss harvesting, and conversion opportunities, and coordinate with your CPA so fewer surprises and more intention.
Investments
“Our investments feel cookie‑cutter and confusing.”
PLAY:
We simplify the lineup and prefer funds/managers with strong long‑term, benchmark‑aware track records—while reminding that past performance does not guarantee future results.
Paycheck
“We’re not sure how to take income without derailing the plan.”
PLAY:
We map withdrawal order, coordinate RMDs and Social Security timing, and stress‑test income so you understand how your plan holds up.
& Coordination
“We don’t hear from our advisor - or it’s all jargon.”
PLAY:
Plain‑English reviews, clear action items, and follow‑through—plus updates to your one‑page plan as life evolves. We also help organize beneficiaries, titling, trusts, and charitable giving so your wishes are executed cleanly.
Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. RMD’s are generally subject to federal income tax and may be subject to state taxes. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
See How Small Changes Add Up
Small improvements compound. Use the slider below to see how small changes add up – over your timeline, with your contributions – could change the ending. It’s not magic; it’s math and consistency.
For illustration only; not a guarantee of results.
Small‑Change Calculator — How do small improvements compound?
Use the slider to see how a modest edge—over your timeline and contributions—could change the ending. It’s not magic; it’s math and consistency.
For illustration only; not a guarantee of results. (not net of fees or taxes).
Information and interactive calculators are made available to you as self-help tools for your independent use. The accuracy of this calculator and its applicability to your circumstances is not guaranteed. You should obtain personal advice from qualified professionals. The information provided is not specific investment advice, a guarantee of performance, or a recommendation. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk. Actual results will vary.
Ready to start your Gameplan? Let’s identify a handful of small, high‑impact moves and build from there—together.