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8820 East Foxhollow Drive

Anaheim Hills, CA 92808

Committed to Helping You  Create a Worry Free Retirement

Tax Reduction Alternatives

It’s not only how much you make.

It’s how much you keep that counts!

Everyone loves paying as much taxes as they can! NOT! WRONG! NOT ME! We love our country and are proud to be Americans. It’s important to pay our fair share of taxes. The problem is there are two types of tax planning strategies.

One tax system for the Informed

One for the Uninformed

There is difference between Tax Evasion & Educated Tax Avoidance.

It your legal right to learn everything you can to
legally avoid taxes through preparation and planning.

While we at Wealth Management Strategies are not accountants, we do work with products that can assist in reducing or even eliminating some taxes when placed in the proper program and all instructions are followed.

For some there is a lot we can do to help you reduce or potentially eliminate some taxes while alive and when you pass. We are constantly learning and reviewing the various plans available to assist our clients legally avoid as much taxes as possible. It’s not only important, it is critical for many to learn about these strategies.

The less you legally pay in taxes, the more that goes to you and your loved ones pockets.

Our clients receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals. Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.

We are not accountants and recommend you contact your accountant to see how the advise we give will impact your taxable situation. Our goal is to utilize all current available tax laws to help create a sound, well-thought-out financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement.