Paying taxes is part of our patriotic duty, but no one wants to pay more than their fair share. This is as important as ever as you approach retirement, as well as when you are currently in retirement. Don’t watch your returns and your estate dwindle as a result of legally avoidable taxes: take action early and get ahead of next year’s tax filing.
We partner with tax professionals who help ensure that your retirement assets are allocated and distributed as tax efficiently as possible.
For more than a decade, we have referred clients to a tax team who specializes in helping people reduce their taxes. They do so every year in helping Troy since 2001. If you feel you need help in this area, please ask us and their team will be happy to help you potentially save more of your hard-earned retirement through yearly tax savings.
Our firm is not permitted to offer, and no statement contained herein shall constitute, investment, tax or legal advice. You should consult an investment, legal or tax professional on any such matters.
Contact us at firstname.lastname@example.org or call us at 949.595.4409 (toll free: 877.707.4409) to schedule a time to discuss your financial situation and the potential role of insurance in your financial strategy.
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We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods that vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.