Charitable Giving

Giving back — your way.
← Back to Services

Charitable Giving

Creating a charitable gift-giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets and the reduction or elimination of estate taxes on the charitable contribution upon your death.

With changes in the tax environment, there may be compelling reasons to integrate philanthropy into your financial and estate planning.

We are happy to work with you and a qualified professional to help you decide if this is a good option for you.

Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

Strategies for Financial Independence

It is important to feel you have control over your future. At Wealth Trac Financial, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.

To schedule a time to discuss your financial future and the possible role of insurance or investment products in your financial strategy, contact us at info@wealthtracfinancial.com or call us at 888-519-9614 today!

Have Questions for Kurt Fillmore?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

As a full-service firm, we also provide the following services:

(Click the images below to learn more about each service)

Annuities

Wealth Management

Asset Protection

Life Insurance

Retirement Income Strategies

Tax-Efficient Strategies

Long-Term Care Strategies

IRA & 401(k) Rollovers

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

Privacy Policy | Terms of Use

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through CoreCap Advisors, Inc., a federally registered investment advisor. Wealth Trac Financial and CoreCap are separate and unaffiliated entities.