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Amarillo Office

3418 Olsen Boulevard,

Suite A
Amarillo, TX 79109

Tax Strategies - Moving Money from Forever Taxed to Never Taxed

Our Process

The IRS pirates may be scheming to take even more of your hard earned money in massive future increases! Consider strategies like Roth IRA Conversions to reduce taxes in retirement and taxes on Social Security benefits.

Our History

Don't be a sitting duck, unprepared to handle potential massive future tax increases that will crash your retirement income spending. Be prepared to work with us for advanced tax strategies and planning to save yourself from Uncle Sam.

**Change your life by going from forever taxed in IRA, 401(k), 403(b), and 457 plans to possibly NEVER TAXED where the government has a hard time touching your precious wealth! 

**Disclaimer: In this context, safety is provided through Life Insurance and Annuity products offered by insurance companies and based on the full faith and credit of the underlying insurer and its claims paying ability. These are not FDIC insured and are not bank deposits and are not guaranteed by any government agency. Insurance and Annuities are not fiduciary products.

Despite being protected from market risk, some policies lose cash value over time, leaving the investor with only the income guaranteed by the Insurance Company. Review the company issued illustration, costs, and the benefit terms carefully and it’s credit ratings before investing.

Life Insurance Policies permit access to principal and interest through tax-free loans. Strict IRS rules must be followed or you could owe income taxes on these distributions. Consult your agent/advisor on how properly structure these complex plans to meet your goals.