Your Retirement Tax Strategy

If you don't like paying any more taxes than you legally need to, and you do not yet have a "retirement tax strategy" - watch this short video to discover substantial tax benefits available to people over the age of 60 that most tax advisors know too little about.

Shane Bogardus

TrustFamily

512-609-8900

info@trustfamily.org

trustfamily.org/about/

Lic. # TX #19021665

From The Desk of Shane Bogardus and Steve Baucom:

At TrustFamily, we understand the importance of securing your financial future and protecting your assets. Whether you are concerned about your family's well-being, estate planning, or comprehensive healthcare planning, we are here to assist you.

Our team of experienced advisors is dedicated to providing personalized solutions that meet your unique needs. We offer our services both locally and nationwide, ensuring that you can access our expertise no matter where you are.

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I invite you to schedule a consultation with us to discuss your goals and develop a comprehensive plan tailored to your specific circumstances. Our team of advisors can meet with our clients regardless of your location.

By working with TrustFamily, you can gain financial stability and freedom for your future. We are committed to helping you navigate the complexities of tax mitigation, risk mitigation, estate planning, and financial planning.

Please visit our website or contact our office directly to schedule your consultation. We look forward to helping you secure your financial future.

We are a full 360-degree Agency focused on asset protection and growth while helping to mitigate life's challenges, from monthly cash flow to personal or professional debt. Our agency focuses on all facets of your life, including taxation, retirement income, and estate planning.

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This site is for informational purposes only and does not constitute an offer, solicitation, or recommendation to buy or sell any securities or invest in other financial products. The information contained herein is based on sources believed to be reliable, but we do not guarantee its accuracy, completeness, or timeliness. We are not responsible for any errors or omissions, or for the results obtained from the use of this information. Past performance is not indicative of future results. Some investments may involve risks, including the possible loss of principal unless investing in fixed or fixed indexed programs. Setting up a time for a one on one consult of your own financial, legal, tax, or other investments is required. We reserve the right to modify or update this document at any time without prior notice.