We have put together an in-depth guide explaining why its important to invest your money into American companies. Companies that hold your American values. The only way we can Make America Great Again is buy investing in America First!
Download our guide on America First Retirement Plan Today!
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*Guarantees refer to Fixed Indexed annuities, and are backed solely by the claims paying ability of the issuing insurance company.
Our goal at Cortez Wealth Management is to help our clients build, protect and distribute their wealth in a risk-conscious and tax-exempt manner. We believe in a high-communication approach using cost-efficient investment options combined with asset placement that considers future tax implications.
Whereas some advisors’ primary concern is growing your assets, we also plan for the dips, the deductions, and the distributions that matter long-term. Your retirement income is greatly affected by the tax rate that applies when you begin taking money out of your accounts. Along the way, you should be working with an advisor who communicates important information about your account in real-time, not just performance in arrears.
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