Tax Planning

Are you overpaying in taxes?
← Back to Services

Tax Planning

Paying taxes is part of our patriotic duty, but no one wants to pay more than their fair share. This is as important as ever as you approach retirement. Don’t watch your returns and your estate dwindle as a result of legally avoidable taxes: take action early and get ahead of next year’s tax filing.

We can partner with tax professionals who help ensure that your retirement assets are allocated and distributed as tax efficiently as possible.

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

Get instant access to our Retirement planning kit

Just enter your name and email address to download instantly.

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.