Overview

Here's How to Get College and Your Retirement Fully Funded Tax Free... You already know paying for college and retirement are two of the biggest expenses you'll ever incur. The confusing part is not knowing the unique strategies that will help save you money in the process. That's where we come in. We help people just like you plan for college and retirement the tax free way. Step 1: Spend 15 minutes filling out The Tax Free College and Retirement Assessment at: www.wearesmartprep.com. Step 2: We work with you to discover where you can reduce taxation, manage cash flow and recoup college expenses for your future, and figure out how to maximize your financial aid planning. Step 3: We take it from here and design your Asset Optimizer Plan and teach you how to recoup college costs to create a more abundant retirement, all done tax free! Most affluent people think they are ineligible for financial aid and tax free wealth accumulation due to high income. Now you can take advantage of the US tax code to recoup college costs and maximize your retirement planning.

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9781502312600

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Daniel Stavale oversees the financial affairs for a small group of families. He focuses on the intricacies of financial planning as it pertains to tax, college and retirement planning. Daniel has over eighteen years experience while helping hundreds of families achieve success in these all important areas. The Edge School Training, fiduciary responsibilities as an Investment Advisor Representative and continuing education in Strategic Coach have been instrumental in providing solutions to clients.

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