Charitable Giving

Giving back — your way.
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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 Confidence

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 future.

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 248-385-2385 today!

Have questions for the Wealth Trac team?

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:

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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.

Kurt Fillmore and Avery Markos are investment advisory representatives of, and provide advisory services through CoreCap Advisors, LLC. Wealth Trac Financial and CoreCap Advisors are separate and unaffiliated entities.

The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as financial, tax or investment advice. Please consult a qualified professional for specific information regarding your induvial situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance, or annuity product.

Links to third-party websites are being provided for informational purposes only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. CoreCap is not responsible for the content of any third-party websites or the collection or use of information regarding any website users and/or members.