Travis Echols - Retirement & Tax Planning in Cumming GA
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Go Deeper and Learn How to Avoid Crushing Tax Rates in Retirement and Keep More of Your Money
Get Travis Echols' Book on Reducing Your Taxes in Retirement

THERE IS A TAX TSUNAMI COMING YOUR WAY.  ARE YOU READY?


Many high net-worth retirees are unaware of the tax tsunami coming their way when the combination of Social Security, pensions, and/or required distributions from their here-to-fore untaxed retirement accounts skyrocket their taxes during their golden years.


Without this book, you could pay tens or hundreds of thousands of dollars in unnecessary taxes over your lifetime—tax savings that you and your family could have enjoyed.


With this book, you have a roadmap to protect yourself from crushing future taxes in retirement and protect your heirs from a future tax time bomb.

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Want to Accelerate Your Results with Some Custom Help?
Schedule Your Complimentary 15-minute call 

So, if you have accumulated investment and retirement assets of $500,000 or more (excluding real estate) and are retired or close to retirement, I want to GIFT you a complimentary 15-minute call. 

During the call, we can discuss what's on your mind. My goal is to help you be prepared for the tax tsunami that is coming so you don't overpay the IRS.

Click Here to Schedule Your 15-minute Call ->

Here's What You Get

15-Minute Retirement and Tax Call

Thank you for signing up to our monthly email list. But if you are like me, you want to simplify your life and accelerate your results with some expert guidance.


For those who are a good fit for our firm, we offer a free 15 minute call to help you make informed decisions about your retirement. We will help you answer the following questions:


  • Can I afford to retire?
  • Am I overpaying in taxes?
  • Can my portfolio be improved?
  • Can I eliminate, or at least reduce, threats to my retirement?


My goal is to answer your questions and point you in the right direction so you too can be confident that you are on track to enjoying your best retirement.


For Those Who Want to Go Deeper

 Retirement and Tax Assessment

 [$5000 Value Yours FREE!]

After the call, if you want to go deeper, you can take the next step in our process designed to help you make your retirement a success. 


For those who are potentially a good fit to become a client, there is no cost or obligation for this Retirement and Tax Assessment [valued at $5000]. 


We want you to know exactly how we will help you improve your retirement and reduce your tax bill before paying us a single dollar.


You will finish this assessment process knowing exactly where you stand in all four of the key areas of retirement success.


Learning our process will also give you a framework by which to evaluate other firms you may be considering. 

Why would we make this offer?

You might be wondering why we are making this offer. 


The reason is that we have found this process to be the best way to help you evaluate the value of our services and make an informed decision about hiring our firm. 


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