SMART® Tax Planning
We offer you unbiased SMART®
(Strategic Movement Around Retirement Taxation) advice to help you select the right path that fits your future financial goals.
Are you getting independent advice? Independent advice means comprehensive solutions delivered without commercial compromise. We are independent. Do you want to know:
- How to reduce the amount of money you give to the IRS in retirement?
- How tax diversification can save you money on your future retirement income taxes and increase your income?
- Learn the 3 dates that changed the face and future of the American retirement system and what to do once you understand these hidden risks?
- Learn what Warren Buffett is doing now to make profits and how everyday investors, like us, can benefit from a similar, little-known strategy?
Enter your contact information below for a link to the full SMART Retirement Video!
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
firstname.lastname@example.org | 810-579-5808
Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Advanced Capital Group, DBA Partners for Prosperity and Gina C Wells Financial Services, are not affiliated with RWA. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered, 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 Advanced Capital Group, LLC, and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc. Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership includes attaining specified levels of commissions earned, premiums paid or income earned on the sale of insurance and other financial products. MDRT membership requirements include the payment of annual dues, compliance with ethical standards, and maintaining good standing with an MDRT-approved professional association. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Gina Wells or Advanced Capital Group is stated or implied. MDRT and Retirement Wealth Advisors, Inc. (RWA) are not affiliated.
For the detailed requirements of MDRT, please visit: https://www.mdrt.org/membership/requirements/