Call Us Call Us

Tax Minimization Strategies

Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

Investing in or purchasing a tax-deferred vehicle means your money can compound interest for years, free from income taxes, potentially allowing it to earn interest at a faster rate. Few financial vehicles avoid taxes altogether. Insurance products only allow you to defer paying them until retirement — when you may be in a lower tax bracket.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.


Please do not put off future planning

Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be.
Hope is not a very reliable strategy, so if you want to own your future, you must begin to plan for retirement...today.

We want to help. Please contact us by filling out the form below, or by calling us at 509-591-0014.

We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path towards owning your tomorrows.

Request Customer Care Needs Analysis
Full Name*:
Phone Number*:
Email Address*:
Comments:

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Advisory & Financial Planning Services offered through Epic Trust Investment Advisors LLC. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal.

Epic Trust Investment Advisors, LLC is a registered investment adviser in the states of Arizona, California, Nevada, Oregon, Utah, and Washington. The Adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

Epic Trust Adviors LLC is NOT a chartered bank, trust company, or depository institution.