Did you know throughout the year we're matching gains with losses in your investment portfolio to mitigate your tax liability?
That we have strategies to convert your pretax money to tax-free income to help keep you in a lower tax bracket in retirement?
And that we have many other strategies to help you keep more of your money?
Money doesn't come with instructions, especially after you die. Some of your assets will transfer contractually, such as life insurance. Others need to be titled correctly to facilitate transfer efficiently. Still others may be better suited for a trust or included in a will.
We collaborate with trust and estate attorneys to organize and orchestrate your assets per your preferences as they should be.
Leaving a financial legacy requires some planning and funding strategies. We'll collaborate with your trust and estate or tax attorney, your CPA, trustee, or others you'd like to include so your wealth transfers tax-efficiently and deliberately to the family, friend, or charity you've designated in a way you've helped to design.
Platinum Financial Group
2130 Ashley Oaks Circle
Suite 101
Wesley Chapel, FL 33544
813-428-7189
Please direct all questions to darren@myplatinumfinancialgroup.com
The information provided is derived from sources deemed to be reliable. It is not intended as tax or legal advice, which we do not provide. Please consult legal or tax professionals for specific information regarding your individual situation.
The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security, which may only be sold by individual recommendation.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
This communication is strictly intended for individuals residing in the states of FL, VA, CA, NJ.
No offers may be made or accepted from any resident outside the specific state(s) referenced.
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We are licensed to sell insurance in FL, VA, TX
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