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Tax Center

Concerned about higher taxes? So are we. Welcome to our tax center, where we focus on why taxes matter to your investments and your retirement security.

Here are some of the reasons why we believe taxes will move much higher in the future.

Our Four-Step Process To Lower Your Taxes: 

Our Guided Roth Conversion Program

Step 1

We use confidential and encrypted systems to help you provide us with information about your investment assets, social security benefits and insurance. We analyze your current and future income tax exposure.

Step 2

We develop a multi-step road map to become more tax-efficient now and in retirement, and present it to you in a comprehensive financial planning format. We create an investment plan to help achieve your goals.

Step 4

We also create a tax-efficient health and long-term care plan to ensure maximum tax-free benefits for you. We develop a wealth transfer strategy to keep your assets out of the hands of the nursing home and the government.

Step 3

We use our state-of-the-art financial planning software to continuously monitor your goals, expenses, investments, and current and future tax rates to prepare for maximum tax efficiency in retirement.

Schedule A Tax Planning Consultation

Get In Touch To Find Out More

Send us a message about what matters most to you.