The Biggest Danger
& Opportunity Facing Retirees
(Webinar Replay from March '22 Explains
Exactly What is Happening Now in the Markets)
Stop Losing Money In The Markets
and OVER Paying on Taxes.
Book a FREE Tax Review Today!
Schedule a FREE Tax review and discover ways to MINIMIZE your taxes and MAXIMIZE your savings.
In retirement, every penny counts.
Included In Your Tax Review...
Retirement Income Analysis
We will craft a simple, and easy-to-follow retirement budget that fits your lifestyle and allows you to enjoy family, friends, and doing the things you love, whether that's kickboxing, golfing, or just laying on the beach.
Tax MINIMIZATION Analysis
We'll dive into your taxes with gusto and look for ways you can save on taxes NEXT year and in retirement. This is different than what your accountant does at the end of the year.
Social Security Maximization Plan
Get the most out of Social Security. We'll review your benefits and identify the ideal filing strategies for you and your family. SS will pay up to 175% to family members. Don't leave money on the table.
FREE Action Plan
As part of your review, we'll develop a written action plan that has steps you can take to MINIMIZE your taxes, MAXIMIZE your income, REDUCE market risk, and help you retire and stay retired.
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.
THE FREE TAX REVIEW PROCESS
01
Book a no-pressure,
15-minute intro call. We'll chat, and walk through the tax review process, answer any questions.
02
If the shoe fits, we'll send you an email with the documents needed, and instructions on how to upload them to our secure portal.
03
In our final session, we will review the analysis, and discuss the action items that will help you MINIMIZE your taxes and MAXIMIZE your retirement income.
Stop OVER Paying on Taxes.
Book a FREE Tax Review Today!
No products or investment strategies will be presented or recommended.
At no point during the process will there be an opportunity to purchase or hire us in any capacity.
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Content should not be viewed as an offer to buy or sell any securities mentioned. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation Investment advisory services are offered through Coppell Advisory Solutions, LLC dba Fusion Capital Management, an SEC registered investment advisor.
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