It’s that time of year when we are all thinking about our taxes. It’s exhausting! Yes, at Montgomery Taylor & Company, we do taxes. And we also do Investment Management. Why would you want a CPA to be your investment manager as well? What are the advantages? In today’s episode of A Financially Secure Future, Monty explains how this will benefit you and why you should make the switch.
A Financially Secure Future is an online TV Show that helps people plan for their financial future. Don’t let retirement sneak up on you, or be caught off guard by the sudden death of a loved one. We want you to be confident your golden years will be everything you envision. Let us help you strategize to reduce your tax liability and help you achieve your financial goals as the economy changes.
Hosted by best-selling author, Montgomery Taylor CPA, CFP, A Financially Secure Future brings you over 30 years’ experience and expertise in financial and tax planning. Let Monty provide you information on income tax preparation and planning, wealth management, investment management, financial, estate, and retirement planning, Social Security optimization, Life insurance, long-term care, and annuities.
Let us help you take control of your long-term income, and help you feel secure in your financial future.
To learn more about creating a financially secure future and working with Monty, visit www.taxwiseadvisor.com.
Amazon #1 Best-Selling Co-Author of “The New Rules of Success”
Author of “Happy & Secure in Sonoma County”
Author of “Before It’s Too Late – Retirement and Estate Solutions”
“LIKE” our Facebook Page for News, Tax Tips, Photos, and Updates!