Client Services

There are many ways to reduce your income taxes well beyond the tax deductions you can get this year.

We show you ways to reduce your taxes, both now and after you retire.

You'll be fully prepared to make informed financial decisions for your specific needs. We tailor our advice to your unique situation with coaching calls and our state of the art planning software.  

 The best investment strategy can fail if you have the wrong investment, bank and insurance arrangements. An efficiently designed life insurance plan can pay the interest on loans to YOU, provide for your goals, and reduce future income taxes. Find out if you qualify.

 It’s essential to protect you, your family and your assets while you're still alive, so we review your overall plan to see where critically important matters could be falling through the cracks.

 PlanPrep designs diversified portfolios with low cost, tax efficient investments from top providers in the industry. You are never charged for purchases, sales or trades in your account. 

Learn the most you can spend each year along with your safe spending amount.

It's essential to review these often to help assure stay on track and never run out of money, no matter how long you may live.