Wealth Preservation Strategies

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Retirement

Whether you are planning for retirement or already retired, there are a myriad of topics to understand to be fully prepared for retirement, such as:

  • Medicare and medicaid
  • Social security income and options
  • Wills, POA forms, Living Wills, Revocable and Irrevocable Trusts
  • Lowering your tax bill in retirement
  • Protecting your income/assets from stock market crashes
  • Protecting your assets/home from nursing homes
  • Leaving a legacy: avoiding probate and taxation

Contact Brian at 732-597-0220 for a free consultation on these and other topics. Brian is not an attorney or accountant but works with several in the Triangle area for your legal and tax concerns.

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About Us

We’ve developed a proprietary wealth protection process designed to preserve your wealth from stock market volatility, the IRS, and other wealth stealers. Our experience with both Wall Street and non-Wall Street strategies enables us to educate clients on the pros and cons of both worlds.
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Disclaimer

Investment Advisory Services provided by Redhawk Wealth Advisors, Inc., an SEC-registered investment advisor. Insurance products provided by Wealth Preservation Strategies insurance agency. Wealth Preservation Strategies and Redhawk Wealth Advisors, Inc. are not affiliated.

Contact Us

203 Capcom Ave.
Ste. 102, Wake Forest, NC 27587
  • Office: (919) 263-1715
  • Cell: (732) 597-0220

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