Tax-Efficient Strategies
The U.S. tax code is a complicated document. We have strategies that we could help you with to implement the most tax-efficient version of your retirement income plan. We can work with your tax advisor to implement strategies for your situation.
Securities offered through Parkland Securities, LLC, member FINRA/SIPC.
Prosperity Financial is independent of Parkland Securities, LLC.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. ARE-7236 | 20060 - 20202/5/4