How to Get The MOST From Social Security
And Pay The LEAST in Taxes in Retirement
Book a FREE Appointment Today!
Schedule a FREE Retirement Tax review and Discover Ways to MINIMIZE Your Taxes
and MAXIMIZE Your Social Security & Savings.
In Retirement, Every Penny Counts.
THE FREE TAX REVIEW PROCESS
Meeting #1
Into Call (15min)
Meet & Greet to Answer Any Immediate Questions
Meeting #2
Doc Review (15min)
Review Your Docs and Ensure Our Team Has Everything To Do Your Analysis
Meeting #3
The Big Day (60min)
Help You Save Money On Your Taxes, Get The Most Out of Your Social Security, And Review Action Items.
Stop OVER Paying on Taxes.
Book a FREE Retirement & Tax Review Today!
Included In Your FREE Appointment...
Social Security Maximization
Get the most out of Social Security. We'll review your benefits and identify the ideal filing strategies for you and your family.
Tax MINIMIZATION Plan
We'll look for ways you can save on taxes NOW and in retirement.
Retirement Income Analysis
We will craft a simple and easy-to-follow retirement budget that fits your lifestyle.
FREE Action Plan
A written action plan with steps you can take to MINIMIZE your taxes, MAXIMIZE your income, and REDUCE market risk.
Leibel Sternbach, EA, ChFC
Enrolled Agent with the IRS
Advocate for Retirees
Hey there! I'm Leibel.
I believe that unnecessary taxation and market losses are the two greatest threats to today's retirees.
I have been very vocal about my options, and my advice has been featured in Forbes, CNN Business, Reader's Digest, MarketWatch, Investor's Business Daily, Think Advisor, among many others.
I am a financial advisor with a bunch of letters after my name. I have written books on business and finance. I am CTO for a national FinTech firm, and I teach regular classes to advisors and retirees.
I don't take on many personal clients, (I might not take on anymore), and my time is limited. If you are seeing this page, it means I have a few spots left on my calendar. I do these appointments and reviews because I love helping people. Let me help you save money and build the retirement of your dreams.
Book your free tax review with our team today.
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