You’ve Built Your Nest Egg.
Now Protect It from Tax Erosion.
Many retirees have worked a lifetime to build substantial savings — often in tax-deferred accounts like 401(k)s or IRAs. But as your assets grow, so does your future tax liability. Without a clear strategy, you could pay far more than necessary in retirement.
Introducing the Tax Mitigation Analysis
If you have over $1 million saved for retirement, there may be steps you can take today to reduce your tax exposure and make your income more efficient.
Our complimentary Tax Mitigation Analysis shows you the hidden opportunities most retirees never see.
3 Key Benefits
Identify potential tax savings
Identify potential tax savings
Identify potential tax savings
Nathan Workman
Principal, Tax and Legal Strategy
With over twenty years of experience in the financial services industry, Nathan Workman brings a uniquely comprehensive perspective to wealth management. As a Series 65–licensed fiduciary investment advisor, licensed insurance underwriter, licensed attorney, and licensed tax preparer, Nathan integrates investment strategy, legal insight, and tax optimisation to deliver holistic financial guidance. His multidisciplinary expertise allows him to craft customised, forward-thinking solutions that align clients’ portfolios, protection strategies, and long-term objectives with clarity and confidence.
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