SERVICES

It’s a fact of life that we all pay taxes. Some of us more than others.

My career was deeply affected by having to write a check to the IRS for $600,000 for my father’s estate. I will share that story elsewhere on the website. The fact remains that the single largest expense you will have in your retirement is higher taxes.

We specialize in understanding and implementing the U.S. Tax Code to save our clients hundreds of thousands of dollars toward their retirement.

If you believe your current financial advisor, stockbroker or CPA has you covered, I can guarantee you that isn’t right.

A 15-minute call with me, can you show you why.

The IRS Always Wants More...

But you don't always have to give it to them

Who We Serve

RETIREMENT

In my consulting with couples, it is important to have both partners there with me in the planning, as statistics prove out that she will outlive her husband by perhaps 20-25 years and it’s so important that her financial well being is managed.

LOSS OF A LOVED ONE

INHERITANCE

Over the next decade, women will break all records of the largest amount of money transference in history due to divorce settlements, life insurance payouts, and inheritance from parents.

LIFE AFTER DIVORCE

The current divorce rate in the United States is nearly 40 percent. Nearly 50 percent of divorces happens in first marriages. It climbs to 60 percent in second marriages and 73 percent of third marriages make it to divorce.

BUSINESS OWNERS

If you ask any business owner about retirement, the largest majority will tell you that the business is their retirement. However, few understand the options and most often assume it will be sold at a much higher valuation. Wrong.

Take Control of Your Future

All of our services start with a complimentary consult

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Helping tax concerned clients nationwide

Call: (844) 777-5888

Email Us

Arizona Headquarters:

6424 E Greenway Parkway

STE 100

Scottsdale, AZ 85254

California Branch:

4695 Chabot Drive
STE 200
Pleasanton, CA 94588

Serving Tax Concerned Clients Nationwide

WHY WIVES DIE BROKE

September 21, 2021

Why do wives die broke? It is important to have both partners there with me in the planning stages, as statistics prove that the wife will outlive her husband by perhaps 5 - 15 years and so it’s important that her financial wellbeing be protected after her husband is gone.

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