Designing Your Retirement With less Tax’s

Friday, July 24, 2020 | Leave a comment

  Please contact our firm by phone or e-mail your mailing address and request a copy of our booklet : Don’t Leave Your Retirement Up to Chance  

The last couple of months, I have been involved with a program offered by Retirement   Architecture.  This program is designed for anyone born in the baby boom generation or   retiring early. They are based in Poughkeepsie, NY and provides a free blueprint retirement   analysis that is focused on protecting your assets and reducing tax’s.    Below is a video from the President and Founder of Retirement Architecture Brett Saso.    You may have seen the commercials on Fox Business, Fox News or MSNBC. This process is   the most complete program that I have been involved with and it’s all free.    I will be happy to walk you through the process and assist you in protecting your assets and   reducing your tax’s moving forward.  Several of my clients have saved thousands of dollars in   tax’s using this system. This also can be used as a second opinion in the event you have a   current plan. The first couple of meetings or all of them can be by telephone or zoom   conferencing whichever is most comfortable.      You may need to cut and paste   this link into your browser.  

Please give me a call at 704-451-7020 or reply to this e-mail with a good time to call.  

Look forward hearing from you,  

John CasaSanta      
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