We Help baby Boomers & retirees thrive in retirement

A Saving Tax Optimization Plan (S.T.O.P.) addresses the impact of unnecessary taxes in retirement. Learn how you can save more of your money in 2021!

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Building a Saving Tax Optimization Plan helps…

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Prevent/Elimate your IRAs from becoming an IOU to the IRS.

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Reduce or eliminate Required Minimum Distributions (RMDs).

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Remove Uncle Sam from Your Children’s Inheritance.

Request Your S.T.O.P. Analysis below:

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Execute Your Own Green New Deal of Tax Protection

Request Your S.T.O.P Analysis & receive our easy to read, time sensitive – Retirement & Your Taxes Guide

This guide covers the Tax Cuts and Jobs Act’s impact on you and your retirement as well as the effect of the SECURE Act on your children and grandchildren’s inheritance.

Please Note: The new 2021 Tax Savings Guide will be available as soon. We are currently in the process of updating the guide. The importance of removing retirement tax risk has never been greater. The reality is that taxes are going up.

2021 Pre Update Tax Guide Cover
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Strategic Tax Planning vs. Tax Accounting

Strategic Tax Planning is the proven and most effective way to not only move closer to realizing your goals, but identify potential pitfalls and gaps in your overall financial plan.

Engaging in strategic tax planning can help lessen your tax burden, free-up more money to save or spend, and help you avoid mistakes that can result in penalties or paying more than your fair share.

Strategic Tax planning is part of a comprehensive wealth architect directed approach to planning driven by your financial and lifestyle goals.

Articles on the future state of taxes

The Year Ahead - Proposed Tax Changes And Their Impact.

President biden's tax plans for the next few years

here's how wealthy families will save on estate taxes in the biden presidency


Discover and define your Investor Risk Tolerance and take the guesswork out of your financial future while taking less risk and earning more return.