Whether you’re looking for advice for yourself or your business, Tax-Free Wealth Group can help. We were driven to open our doors (literal doors in Daytona Beach, Florida, and metaphorical doors via our Virtual Family Office) by seeing the need for personal financial planning, but we also have decades of experience operating businesses.
In addition to implementing our extensive experience in your planning process, we have the expertise of a network of professionals to present optimal options and strategies as we develop your road map.
This is also similar to the steps we take as an individual financially:
1
We learn about your goals and aspirations. Our client information questionnaire (CIQ) helps us quickly assess your personal and business situation and establish priorities.
2
We take advantage of our Virtual Family Office to have top professionals weigh in if necessary.
3
We dive deeper into your dreams to clarify the goals you want to meet along your financial journey.
4
We lay out the options and potential solutions to help you make an educated decision about the direction you want to take. Then we build it into your plan.
4
Finally, we put your plan into action. You’re in control the entire time; however, as your partner, we are there every step of the way if you need us. We have seen this five-step planning process work for many clients. It can work for you too.
Safeguard Retirement Planning
We’re here to help you experience the financial life you want. Take the first step and schedule a call.
Design Your Tax Smart Retirement Income Pan
Are you truly prepared for retirement? Let’s walk through retirement income planning together to find out!
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