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Financial & Tax Strategies Inc.
       
 
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Financial & Tax Strategies Inc.
 
 
Mission statement: 

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Profile: 

Our Services

Financial & Tax Strategies focuses on the needs of those approaching retirement or those who are already retired and their financial opportunities and problems.  We are a professional firm designed to assist seniors to protect their assets and standard of living.  We offer multiple services, including:

   Retirement planning:  We'll show you the best ways to invest and get the most out of your IRA's, rollovers, 401(k)'s and pensions.  In some cases, we can help you make withdrawals tax free from your retirement plans.
   Estate planning:  We can assist you with living trusts, eliminating estate taxes and helping you pass on your assets to your next generation without enduring estate tax.
   Financial planning:  We can help your investments keep pace with the stock market while having the principal guaranteed.
   Tax Planning: In some cases, we can help you make withdrawals tax free from your IRA, 403(b) and 401(k) retirement plans.
   Investment management:  If you want to increase and protect your income so you can retire younger, we can help you reach that goal too.
   Unique Strategies and Solutions:  At Financial & Tax Strategies, we cater to each individual client.  We also offer a range of other services including showing you how to never run out of money once you've retired, preventing losses using sound exit strategies, eliminating the need to take required minimum distributions out of your accounts and showing you innovative techniques to recover losses.

Many people can better organize their financial affairs when they know about the many strategies available to them.  Financial & Tax Strategies first educates its clients about their alternatives and then assists them to implement the proper strategies.
Overview: 

Let Gary Goldberg help you get more out of life.  Imagine a life free from financial worries.  Imagine achieving your goals.  Imagine living life on your terms.  Now stop imagining --- and let Gary Goldberg help you make it a reality.  As your financial advisor, he'll help you maximize your wealth to maintain lifelong financial security.

The Good Life

For Gary Goldberg, the secret to life is simple: "enjoy what you do."  Whether he's playing golf with his father, spending time with his three children or volunteering at his local parish, he approaches life with joy and passion.

As a financial advisor, Gary can help you find the freedom to pursue your own passions --- using proven investment and tax planning strategies to guide you to long-term financial security.

The Doorway to the Future

A major life transition --- like retirement, career change, or layoff --- can actually open the door to new opportunities.  Gary can help you use your 401 (k) rollover, severance package or other retirement assets to open up an income stream that will last throughout your lifetime.

The key to Gary's wealth management philosophy is tactical asset allocation.  It's a dynamic approach that adjusts your investment strategies in response to changing market conditions --- helping to protect you from downturns while taking advantage of upturns.

Working Towards Your Goals

Gary works with you to define your financial objectives and to develop a strategy for achieving them.  As an independent advisor, his advice is based on what's right for you.  He is committed to building a long-term, worry-free relationship you can count on for years.  Peace of mind is assured.

With more than 15 years of experience, he has a proven track record and a respected name in the local financial community.  He'll help free you from your financial concerns --- and give you the confidence that comes with knowing that your future is in expert care.

Open the door to a financially secure future.  Turn to Gary Goldberg, a conscientious financial expert who will help you reach your goals.


 
 
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