Estate Tax & Capital Gains Tax Mitigation & Avoidance

February 18, 2022February 2, 2022 by flyingvgroup

Cash flow management – determine $ available for lifestyle & savings goals clarify retirement – modeling current savings & retirement income distribution planning long term care planning – as part of retirement and estate planning tax mitigation/reduction business exit strategy planning for Owners + retention/reward planning for key Employees asset protection special needs planning

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Dan Foss, ChFC, CLU, is a licensed and experienced Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). The purpose of this Foss Financial Services website is to introduce Dan Foss and share his decades of training, education, and real-world experience to the public for informational purposes only. Dan’s opinions are not intended to be used or construed as specific financial planning or estate planning advice, legal advice or tax advice, for any individual or investor. No products or services shall be sold on this website. The contents expressed are not sponsored by nor paid for by any product, service, or services provider. Interested parties desiring personalized advisory services for their unique financial planning must schedule a private appointment to confidentially review their financial goals and objectives to best plan options suited to achieve their goals.