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WHO
WE ARE
We know it can be hard trying to find the right financial professional to work with. It’s our experience that no two people have the same circumstances or goals. We design each strategy, tailor-made, for your financial situation.
We started with the goal to help individuals learn a different way to save for retirement while not increasing the burden of taxes at retirement. This information is not typically passed on by traditional retirement planners. If you are interested in learning more, contact us about scheduling a meeting tody.
HOW WE
WORK
Today, Americans are saving more money in tax-qualified plans such as 401(k)’s and IRA’s. Unfortunately few financial planners discuss the tax implications building inside these traditional retirement accounts. Everyone wants to pay off their home to the bank, but with growing retirement plans in IRAs and 401(k)'s, they don’t think about paying off their retirement plan (taxes) to the government. While tax deferment works for some, we believe there are better ways to save. When your retirement years come into your sights, managing taxable and not taxable income can have a tremendous effect on your retirement, Don't let that lack of understanding prevent you from making better decisions today. We can help you take a look at tax alternative investments or Roth conversions and show you how to increase your retirement income.
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TOUCH
We would like to hear from you!
Our world has changed since the Covid Pandemic began and so has the way we do business. Your safety is one of our biggest concerns. If you have any reservations about meeting in person, please let us know!
(860) 222 - 0976