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Protect Your Retirement Savings from Excessive Taxes

You’ve worked hard to build your retirement nest egg—don’t let the government take more than its fair share. 

If you have over $1,000,000 in qualified retirement accounts like IRAs or 401(k) plans, it’s crucial to understand how to minimize the taxes you’ll owe. We specialize in educating you on strategies designed to benefit you—not the government or your advisor. 

As a Certified Financial Planner™ and Fiduciary, I am committed to putting your needs first, always. Together, we’ll develop a comprehensive plan that includes:

– Guaranteed Income for peace of mind in retirement 

– Long-Term Care Protection to safeguard your future

– Efficient Wealth Transfer to maximize what you leave to your loved ones

Take the first step toward securing your financial future. Click the ‘Initial Appointment’ button below to schedule a phone consultation with Steve.

Clients will need to send Steve their completed onboarding packet, linked below.