Are You Paying Too Much in Taxes in Retirement?
This brochure talks about the potential impact taxes could have, as well as how you can best position your assets to lower your tax footprint.
No matter whether you are retiring soon or already enjoying your retirement years, having a
written comprehensive retirement plan that focuses on income, investments, tax planning and
more can give you the peace of mind to know that your retirement will be the best it can be.
Our personalized, comprehensive tax-focused retirement planning strives to:
- Help you have an income stream you won't outlive
- Reduce income taxes to leave more money to maintain your lifestyle
- Help protect your assets for you and your loved ones
- Provide a plan for the 'what ifs' in life
- Help you live the life you deserve free of financial worry
Free Shred Event
You and your friends can have your confidential documents destroyed securely in an on-site shred truck. And, the best part? It’s completely free!
5 Minute Retirement Quiz
Take 5 minutes and receive a FREE Report providing you with guidance, direction, and a renewed sense of confidence about your financial future.
Are you preparing for retirement?
Or are you looking for financial planning after retirement? Schedule your 20 minute phone visit to speak to a financial advisor.
As a CPA, Comprehensive Retirement Planner
and Certified Estate Planner, Linda Gardner
and her team will help you design a
more financially secure retirement!
TODAY is the day to take the first step.
TODAY is the day to ensure your future.
TODAY is the day to start creating your comprehensive retirement plan!
After all, it is
Your Money and Your Retirement!
