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Spend Down Protection |
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Guaranteed Income |
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Save On Taxes |
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Probate Protection |
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Leave A Legacy |
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Smart Giving |
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Life For The Living |
Inform Yourself & Save on Taxes
BE INFORMED
The United States of America is the greatest country in the world! She has earned her freedom! It takes a lot to keep her thriving and it is our duty as citizens to pay our fair share of taxes. But as we save for our future, we want to make sure that we minimize our tax liability.
SAVE ON TAXES
We understand that every cent in your retirement account is precious and we have ways to maximize your return while keeping your tax liability to an absolute minimum.
THE QUESTION
Who do you think pays more in taxes?
The informed or The uninformed
THE ANSWER
Of course, the uninformed pays more in taxes.
It is simply because the informed know how to use every opportunity, given to us by the IRS, to save money on taxes.
If you are interested in becoming INFORMED, be sure to talk with us for a complete explanation. For information on how this great concept can benefit you, contact us.
This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.
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David Appleby ChFC®, CLU®, QFP®, CASL®, CTS™, RFC®, CSA®President of Registered Investment Advisor Qualified Financial Planner Phone: (941) 739-5006 Toll Free: (888) 443-2136 Fax: (941) 866-0998 Email: Click here BeeSure Companies BeeSure Financial ServicesBeeSure Tax Advisors BeeSure Wealth Management, Inc. The Fixed Annuity Shoppe 2048 43rd Ave West Bradenton, Florida 34205 Map/Directions |
