Willie Smith
FIC
State(s) Licensed: CO, GA, IL, IN, MI, MN, MO, NC, OH, SC
2720 Dupont Commerce Ct. Ste 190
Fort Wayne, IN 46825
State(s) Licensed: CO, GA, IL, IN, MI, MN, MO, NC, OH, SC
Let's minimize your taxes in retirement!
Everyone wants to retire someday, or at the very least, people want the option of choosing how much they will work. That's where proper planning comes in. I'd be honored to help you devise a plan that will enable you to have the lifestyle you want in retirement. Even more importantly, I can help you with a good tax-efficient strategy.
It's one thing to build up a solid fund for retirement, but how much of it are you going to get to keep? Let me help you keep more of what you've saved up over the years. Please click the schedule an appointment link, fill out the form below, or give me a call so we can set up a time to connect.
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Location
Fort Wayne Office
- Phone:
- 260-460-7278