All your hard work has brought you to where you are today. Chances are, you didn't do it with the intention of leaving a sizable chunk to Uncle Sam. Our aim is to assist you in minimizing taxes and avoiding penalties. We'll also guide you through lesser-known avenues to optimize your assets. Furthermore, we empower you to dictate the distribution of your estate, ensuring that your loved ones and cherished causes are well-supported to pursue their own journeys.
Retirement Security Planning
Find the best strategy to maximize lifetime benefits?
Making correct decisions can mean tens of thousands in extra retirement dollars?
Find the best strategy to maximize lifetime benefits?
Making correct decisions can mean tens of thousands in extra retirement dollars?
There are strategies you can employ to help reduce the risks of outliving your money. These strategies may be directly related to when you start taking Social Security benefits and how you should consider positioning assets for a surviving spouse.
Contact:
417-849-5003
Address:
Phillip White,
DBA Retirement Logistics
1750 E Republic Road,Suite 101
Springfield, MO 65804
Email: