SPEAK WITH A RETIREMENT CERTIFIED TAX SPECIALIST
If you’re concerned whether you can fairly and ethically and legally pay less taxes, then this is a must-attend meeting.
Strategies That Could Lower Your Taxes!
AVAILABILITIES: Choose between Tuesday 10am, Wednesday 12:30pm and Thursday 6:30pm
If the above dates/times don’t fit your schedule, let us know your alternatives. You can put as many options as you wish, and we’ll try to accommodate one of them for you.
LOCATION: Choose between South Bay and West Los Angeles
- SOUTH BAY 21250 Hawthorne Blvd Ste 500, Torrance, CA 90503
- WEST LA 10940 Wilshire Blvd Ste 600, Los Angeles, CA 90024
Did you know that there are many ways and strategies that you could use to reduce your current and/or your retirement income taxes? Why pay more when you can pay your fair share only?
WHAT YOU'LL LEARN
- if you’re a fit for strategies to get tax-free retirement income
- opportunities available to you to reduce your retirement taxable income
- opportunities available to you to reduce your current taxable income
- how to maximize your investment tax deductions
- many potential strategies that our team is familiar with
About Confidence Wealth Management
Our experience and resources extend to the creation of strategies that we consider beyond the average and above the conventional. We pride ourselves on innovation, creativity, and solutions that others won't even think about.
We’ve set up many advanced plans and have rescued many of our clients’ retirement plans. Some of our most important work is in the planning strategies that consider the distribution phase of your retirement—planning that includes the laddering of income throughout the retirement years. We’ve seen far too many people work hard to accumulate their savings, only to make irreversible mistakes in planning their distribution stage, and subsequently ruin their retirement plan.
There is a big difference between the accumulation phase (saving) and the distribution phase (when you need the money). With Confidence Wealth Management, we consider many different elements such as risk and tax management. Among other important components, these factors holistically make the distribution phase smooth. We will help you understand and plan for that phase in your life.
Confidence Wealth Management has also developed many internal proprietary strategies and methods that are designed by us—to assist you in your success. These strategies go beyond the point of plan-implementation; rather, they extend to years after you are a client with us.
© Copyright 2018 - All rights reserved.
Confidence Wealth Management LLC (CWM) is a California registered investment advisory firm. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under CA Department of Insurance license no. 0K83183. CWM and CWIS are two separate affiliated companies. All investment advisory services are provided by CWM and all insurance products and services are provided by CWIS. CWIS does not provide any investment advisory services and CWM does not sell any insurance products. CWM and CWIS have no affiliation with government, state, or local agencies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Confidence Wealth Management LLC and Confidence Wealth & Insurance Solutions LLC do not and are not permitted to give legal or tax advice. By contacting CWIS or attending any of our events/meetings, you may be provided with no-obligation information and recommendations regarding the purchase of carefully selected and researched fixed index annuities or other insurance products that we believe to be of help to you. Confidence Wealth is a proud supporter and a member of the Better Business Bureau.