Shield Your Future

Protect Your Wealth with Proven Tax Strategies

At Tax Free Wealth Group, we help you eliminate tax burdens and protect your wealth from market volatility using tactical wealth management and proven, insurance-backed strategies designed to deliver secure, predictable growth for a confident financial future.

Who We Are

Strategic Minds Behind Your Financial Security

Our founders combine decades of industry expertise to create tax-free, risk-free strategies that protect your wealth, eliminate volatility, and deliver lasting financial confidence for families, professionals, and retirees alike.

David Fisher

David Fisher leverages decades of industry experience to deliver transparent, research-driven retirement strategies—empowering clients to maximize income, reduce risk, and access financial solutions often hidden by traditional firms.

Dan Pecoraro

Dan Pecoraro brings 30 years of fiduciary experience, delivering tax-free, volatility-reducing strategies and guaranteed income to help families and businesses achieve consistent, secure, and confident retirements.

Services We Provide

Tax‑Efficient Planning & Protection Services

We offer a full suite of services designed to minimize taxes, avoid market losses, and grow your wealth with confidence. From insurance strategies to professional tactical asset management

Roth IRA Conversions

Convert traditional retirement savings into tax-free income to reduce future tax liability and increase flexibility.

Cash Value Life Insurance

Life insurance with cash growth potential, offering tax advantages, income access, and long-term financial protection.

Fixed Indexed Annuities (FIA)

Principal-protected investments with market-linked growth and guaranteed lifetime income for stable retirement planning.

Professional Asset Management

Custom investment strategies with diversification, risk control, tax efficiency, and long-term portfolio performance tracking.

Small Business Retirement Plans

Simplified retirement plan options that maximize tax benefits and help attract, retain, and support employee talent.

Key Person / Executive Life Insurance

Protect business continuity and talent retention through coverage for essential executives or business partners.

Real-World Impact

Supported by the Best in Finance & Insurance

Backed by leading institutions in insurance and finance, our strategies deliver reliable, tax-efficient solutions that empower individuals, families, and business owners to grow, protect, and pass on wealth with confidence

What Sets Us Apart

Wealth Planning Designed to Reduce Your Taxes

Reducing taxes is the foundation for building sustainable wealth. Strategic planning with tactical wealth management creates clarity, protects assets through insurance-backed strategies, and positions individuals, families, and business owners for long-term financial confidence and control.

Get In Touch

Start Your Tax-Free Wealth Plan

Ready to reduce taxes and protect your wealth? Connect with our experts to explore personalized strategies for long-term financial clarity, confidence, and security.

Leave a Message

FAQ

Your Tax and Wealth Questions, Answered

Get clear answers to your biggest tax and wealth questions so you can protect more, grow faster, and retire with confidence.

01 What does Tax Free Wealth Group specialize in?

We help clients reduce taxes and avoid market losses using insurance-backed strategies. These methods create tax-free income and long-term security. To see how it works, explore our services in detail.

02 How are your strategies different from traditional firms?

Our approach focuses on guaranteed, tax-efficient planning rather than market speculation. We prioritize client protection, not product pushing. For a closer look at our approach, meet our founders and learn what drives us.

03 What’s the benefit of tax-free retirement income?

Tax-free income provides flexibility, shields against future tax increases, and supports long-term wealth stability. To see how our planning approach creates this advantage, explore what sets us apart today.

04 How does a Roth IRA conversion help reduce future taxes?

Converting to a Roth IRA allows you to pay taxes now and enjoy tax-free income later, especially helpful if tax rates rise. Learn more in our Roth conversion strategy section.

05 Who can benefit from your services?

We work with retirees, professionals, and business owners seeking tax-efficient, reliable income. Plans are tailored to your goals. To see who we serve and how, schedule a call with our team.

06 Do you offer small business retirement plans?

Yes. We offer 401(k), SEP, and SIMPLE IRA plans that reduce taxes and support team retention. If you're a business owner, compare plan options designed to grow with your needs.

07 Why consider Key Person or Executive Life Insurance?

Executive life insurance protects businesses from losing critical leadership and helps retain top talent with long-term financial incentives. Explore the benefits in our executive coverage overview.

08 What makes your founders uniquely qualified?

Dan Pecoraro and David Fisher bring decades of fiduciary and insurance expertise. Their mission is tax-free, secure planning. To understand their vision and experience, meet the experts behind our work.

Ready to Begin?

Take Control of Your Financial Future

Start building tax-free, market-proof wealth using proven strategies that protect your income and deliver long-term financial peace of mind.