For People Aged 55+ With Over $300K in Investable Assets.

The #1 Retirement Strategy To Protect & Grow Your Wealth

Without relying on the stock market, banks, bonds or CDs

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You will learn:

 

1. Why most retirees overpay the IRS without even realizing it

 

2. The silent mistake many financial advisors and CPAs miss

 

3. How one simple change could protect your income and lower taxes

 

 

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Check the background of your financial professional on FINRA's BrokerCheck.

 

CALL

Office: 949-600-6060

Fax: 949-600-6061

 

VISIT

23046 Avenida De La Carlota

Suite 430

Laguna Hills, CA 92653

Series 65, CA Insurance 0C02750

 

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info@myfcg.com

 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

 

This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by The Financial Coaching Group, Inc. in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial, tax or investment advice on any subject matter. The Financial Coaching Group, Inc. is a Registered Investment Advisor Firm in the State of California. Michael Stokes and Arlene Stokes are Registered Investment Advisors. Michael Stokes is a licensed insurance agent. CA License #0C20750

 

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