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Dantas Financial helps you prepare for two major phases in life:
1. The Accumulation period... saving phase of life
2. Retirement period...distribution phase, when your lifestyle is critically dependent on your income and leaving a legacy is part of your plan.
As Certified Income Professionals, we work side-by-side with you, your tax advisors, and estate attorney to establish a retirement plan and select the right insurance and investments that can maximize your hard-earned money and pass your remaining assets to your heirs with as low of taxes as possible*.
*(via Life Insurance and other Philanthropic Methods). You should always consult with your tax advisor to discuss your taxable situation and expected tax burden.