Tax Prep or Tax Plan?

by | Feb 26, 2019 | Discovery, Tax-Free

Your tax preparer is helping reduce your taxes this year:

  • Bigger refund or pay less taxes
  • More money in your pocket today
  • They want your business again next year

Who is planning your lifetime taxes?

Postponing your taxes today may cost you dearly in taxes during retirement.

The IRS has “set you up” to pay taxes the rest of your life.

Do you want to stop filing a tax return when you stop earning income? Do you want the secret sauce to these tax strategies?

Let’s connect.

Remember, You Can Live Tax-Free in Retirement!

Contact Us

9233 Park Meadows Drive | Suite 125
Lone Tree, CO 80124

*By appointment only

Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.         

All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark. 

Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.