A tax efficient financial plan will keep more of your money to last forever based on retirement and health threats. Email Connie Dello Buono , firstname.lastname@example.org , to have a free 30min chat with a financial advisor and receive a free custom financial strategy. Call 408-854-1883 to be scheduled this October before the end of 2014 to have a financial plan that is custom made to save your current savings and investments to protect the future.
I work with financial advisors, investment specialist, estate planners, CPA, insurance agents and other experts for a strategic financial plan and tools that will help you mitigate risks.
Do not use your house as your retirement plan. We helped doctors and health care providers save on taxes, business owners reduce expenses and engineers/professionals retire comfortably.