• Fees and Taxes • ⠀⠀ ⠀⠀ • Understanding your true exposure to taxes and fees is crucial to having a sound Financial Plan • ⠀⠀ • When consulting clients who have worked or are working with traditional advisory firms, we often find many do not fully understand the impact of management fees and transaction fees that WILL ultimately reduce the all important Rate of Return. This misunderstanding combined with unforeseen or poorly planned tax strategy can truly erode realized wealth • ⠀⠀ • if you are working with a firm, be sure you fully understand what fees you will be charged. As well as how taxes WILL come into play on your current plan either now, or down the road at retirement• ⠀⠀ • We typically do not charge our clients management fees • Getting our clients the most return on their hard earned dollar with the least amount of risk - while minimizing or avoiding tax all together is our primary goal here at Apex• ⠀⠀ • Contact us today or use our booking platform for a $0 consultation • . . . . . . . . . . . . . ⠀⠀ ⠀⠀ #finance #finacialplanning #cashvaluelifeinsurance #insurancebroker #wealthbuilding #taxavoidance #taxstrategy #incomeprotection #cashflow #financialadvisor #protection #financialplanning #assetprotection #retirment #rothira

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