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life,
health,
maximizing retirement &
college planning

Making smart money choices can make a monumental difference in your livelihood. Our network of experienced professionals are here to help guide you to financial freedom. Tax-Free Retirement, College Planning, Life & Health professionals are here to help you make the most of your hard-earned money. Contact us today to take your first steps to financial wellness.

here to help you

make the best financial choices for your family

money matters

Wondering where to invest your money now so you can have peace of mind and live comfortably tomorrow? That's a real concern that can make millions of dollars of difference in your golden years and when saving for your children's college education. We'll guide you to capitalize on your investments so you live your best life, Tax-Free & Free From Losses due to Stock Market Losses. 
We were all raised to believe that the most responsible thing you can do with your money is save some of it for your future. 
Losses like we had in the the early 2000's & 2008 accompanied with almost certain future higher income tax to help resolve the trillions of debt our country is in will make it nearly impossible unless precise strategies are exercised. 
We have these rarely ever mentioned strategies and look forward to sharing them with you. These strategies can typically increase your nest-egg by 3-5x.  
These two charts below tell a valuable story. We will be glad to prove to you, mathematically, that with our strategies you can avoid crippling taxation, sleep-losing losses associated with Stock Market/401k/IRA/529 plans and other conventional ways of investing.

keep your money

click here for a video explaination for income tax history

Ask us about being part of the blue line strategy.

tax-free retirement

We are here to help you save ON, not just FOR the cost of college. The rapid change in the college funding landscape over the last 20 years has necessitated a new college planning approach. College planning financial strategies partnered with  comprehensive financial aid analysis at the school selected makes for a winning situation. 

We deliver comprehensive college planning value – beyond just the usual savings strategies – that families, irrespective of their financial situation, want and need! 

college planning

The most responsible thing you can do with your money is save it for your future. Do yourself and your family a favor and contact us today.

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helping you help yourself

paul@thefiduciaryfirm.com