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Get in touch with the tax strategy experts at Tax Free Wealth Group to protect your assets, reduce your tax burden, and build lasting wealth through personalized planning, trusted guidance, and results-driven financial solutions.
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Share a few details below and our experts will reach out with personalized strategies to help secure your financial future.
FAQ
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.
Let’s Make a Plan
Tell us where you are and where you want to go. Our experts will design a custom, tax-smart strategy that helps you reduce taxes, grow your wealth, and secure long-term financial freedom.
