We Serve Midwestern Millionaires
Those in or near retirement, with $1M + saved, who hate taxes, and have pensions.
FEATURED ON
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
Will You Pay Higher Taxes in Retirement?
Your Social Security income and RMDs will most likely combine to deliver a tax torpedo, but there are ways to reduce your income in retirement to pay less tax.
Click the button to read Joe's Kiplinger article now:
What is a CERTIFIED FINANCIAL PLANNER™?
Some financial advisors talk the talk. CFP® professionals walk the walk. We commit to acting as a fiduciary, which means we’ll always put your best interests first.
What is a CERTIFIED KINGDOM ADVISOR®?
As a CKA® we are able to combine competent financial guidance with Christian principles. This designation allows specially trained financial professionals to offer clients a sense of purpose in stewarding their wealth.