Protect your 40% - If you are saving for retirement, are you aware of the 2017 tax act? You could be taxed up to 40% on your retirement savings(401k, 403b, 357)- Don't make the IRS the biggest beneficiary of your nest egg. DM me to learn more.
Who we want to be referred to
Who are the best referral sources ?
Future Clients
Lawyers & CPAs
HR Consultants
Recruiters
Special Needs Parent Groups
Small Business/Solo Entrepeneurs
Bookeepers/ tax experts
Open Minded Individuals who are willing to Think Out of the Box
Before I became an advisor, I had to care for my mother who suffered from dementia. With no long-term care coverage in place, we had to do everything ourselves.Let’s set up a time to talk. I promise there’ll be no sales pitches, just a conversation. And if I can help you create a better outcome to get to be, we’ll move forward with a solution. If I can not solve for tax free retirement or reduction, You will stay on your current path . Sound fair enough?
I was meeting with parents IDD children. I discovered there was no game plan for the future just to cover the needs for today. So I decided to educate to elevate and make a difference.
