Taxes are Inevitable

Avoid paying more than your fair share.

Do you have a plan to address taxes once you’ve entered retirement? While most people assume they’ll pay less in taxes once they’re no longer receiving a steady paycheck, the reality is your tax bracket is unlikely to change — and may even increase depending on your investment distributions. Having a plan is essential for ensuring taxes don’t take a bigger bite out of your retirement income than you can reasonably afford. That’s where we can help.

Our financial professionals specialize in the following advanced tax strategies:

  • Tax-free leverage strategy

  • 831b

  • Opportunity zones

  • Delaware statutory trust

  • Specialized entity structuring

  • Credit risk transfer

  • Cash balance plans for six-figure deductions

Rather Meet One-on-One?

Schedule a visit with our team to create your financial strategy today.

Or give us a call at 334.685.6429