Tax Efficient Strategies

Client Centered

As Bob often says, "The most important equation in retirement is what the tax rates will be."

Perhaps one of the most impactful pieces of retirement planning is determining your current and future tax liability and developing strategies to help minimize the amount of taxes you pay in retirement. What this may mean for you is a tax free income in retirement. Tax planning can have a large impact on the amount of wealth you will be able to transfer to your heirs. We will help ensure that the insurance strategies we offer can provide valuable tax benefits that you and your heirs can appreciate for generations to come.

We discuss with our clients their income, expenses, individual needs, and goals to help them customize their income strategy to their unique situation. Proactive discussions about the unique tax features of insurance products allow our clients to understand how their income strategy can help minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.