We Serve "Midwestern Millionaires"
Those in or near retirement, with $1M + saved, who hate taxes, and have pensions.
We Serve "Midwestern Millionaires"
Those in or near retirement, with $1M + saved, who hate taxes, and have pensions.
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Retiring at 59.5 Could Be The BEST Thing For You
55-70 With $1 Million+:
What To Plan For In Retirement
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:
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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.