Does your financial strategy line up with your tax strategy?
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Fiduciary Fee-Only Financial Planning
A smarter way to pay for financial advice
As a fiduciary firm, we believe that investors should pay a credentialed financial advisor a fair flat fee based on the advisor's financial experience, education, and the services that they provide. Our flat fee pricing encompasses all aspects of retirement planning, not just investment management.
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In today's changing world of retirement, not only must you weather the volatility of stock and bond markets, you must also protect yourself against the taxes that await your nest egg, the soaring cost of custodial health care, and the uncertainty of Social Security.
If you have money in a 401(k), 403(b), or IRA, you could stand to lose far more than you think to federal and state taxes. In this book, we detail not only the threats you face, but strategies that can free your retirement savings and Social Security benefits from the grip of the IRS.