Own your retirement.

Make tax smart decisions and reduce mistakes by partnering with a team specializing in retirement planning

Own your retirement.

Make tax smart decisions and reduce mistakes by partnering with a team specializing in retirement planning

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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.

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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.

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There are NO LIMITS
on a Roth IRA?

The 5 Things You MUST Have
In Place For Retirement

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