Services Offered

Planning for Retirement Special Report

Protect your Passion

Proper financial planning incorporates portfolio protection and risk reduction as we age and our needs and goals evolve.

Holistic Income Planning means we can work with your entire portfolio, both risk monies in the form of market investments and safe monies in the form of guaranteed assets held with insurance companies. A comprehensive portfolio balancing risk and guaranteed instruments is essential to maximizing and maintaining your financial security and peace of mind.

Financial Services

  • Retirement Income Planning
  • Asset Accumulation
  • Portfolio Diversification
  • Income Distribution
  • Social Security Review
  • 401(k) and IRA Rollovers
  • Life Insurance
  • (LTC) Long Term Care Insurance
  • Estate/Legacy Planning

Can you achieve 0% taxes on your money?



Most people throughout their lives focus on how much money they can make, or how high they can grow their retirement accounts.

But isn’t it much more important to consider how much you ultimately keep?

Unfortunately, very few people ask how to structure their investments so they are tax efficient now, and throughout their retirement years. And for many of my clients, they’re shocked when they discover exactly how much money is going to the government, instead of staying in their pockets.

Have you calculated how much in taxes you’re paying each year, and whether or not you can reduce that amount? Think of all the things you could do with your tax dollars by lowering your tax bill. How much more enjoyable would your retirement be?

With our support, special reports and analysis, we can help show you strategies that can lower your tax burden – and in certain circumstances, even help you pay zero tax on some or all of your investment accounts.

First, we take into account all of the investments you have:

  • CDs
  • Annuities
  • Stocks
  • Bonds
  • Etc.

We also take into consideration what income sources you have:

  • Social Security
  • Pensions
  • Required minimum distributions
  • And more

We’ll then take a look at your future retirement projections and give you a special report and a step-by-step process to get you as close to a zero percent tax bracket as possible on your investments.

Contact us today to discuss lowering your taxes.

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