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Skillful Tax Preparation & Planning

Your Retirement Challenges Are

Changing Sources of Income

Rising Health Cost

Needing Income Longevity

Maintaining Standard of Living with Market


Market Volatility

Your goals remain the current center piece of our recommendation and strategy.

#Goals Video

Long-term Care

Estate Planning

Life Insurance

Executive Level Benefit Consulting

Employee Benefits

  • Health Insurance
  • Voluntary Benefits
  • GAP Insurance
  • Ancillary Benefits

Tax Reduction Planning

  • Comprehensive review of your tax position to assess  opportunities for maximizing tax reduction strategies that include  analysis of Roth conversion possibilities, the matching of Passive  Income with Passive Loss activities.
  • Annual review of your tax situation and planning to incorporate any new tax law changes.
  • Keeping you up-to-date on new tax laws that can affect your situation.
  • Provide guidance on Tax Free Exchange possibilities.
  • Recommendations  of tax solutions including Tax Advantaged Investments – some that even  can reduce the taxation on Minimum Required Distributions from  retirement accounts.

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