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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. https://www.facebook.com/watch/?v=579857889185773 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,