Personal Team Based Model
WE’VE JOINED FORCES TO HELP ALL OUR PERSONAL CLIENTS
ACHIEVE THEIR GOALS IN LIFE AND LIVE OUT THEIR AMERICAN DREAM.
Everyone is impacted in paying higher personal TAXES. The more you MAKE, the more they TAKE. Many Clients choose to pay themselves before having to PAY The IRS (The IRS gets “THEIRS.”) Most Clients fund their IRAs, or Roths to lower their Tax Liability while saving money for their Future & for eventually their Retirement.
Many of my Valued Valiante Tax & Financial Management Personal Tax Clients are NOT leveraging their Income by saving for a successful future, or to better reduce their Tax Liability by saving more in taxes owed. Thereby paying less taxes to the IRS or CA FTB.
So, I / Jason Valiante – CEO of VTFM, Inc. have joined forces with Josh Leung – Financial Advisor at Modern Woodmen of America to help my Valued Personal Tax Clients to STRATEGICALLY PLAN BETTER for success in life. Saving for their future helps in mitigating risk and/or Tax Liability, to keep more of their hard earned Income in their pocket, not having to change their lifestyle in retirement, being glad that they did save in their earning years, and then fully being able to enjoy life when no longer working.
Questions that Single, Married and Head of Housholds need to ask themselves
So ask yourself these following questions… (and be honest)
– If you can answer YES, then you have a PLAN in place that addresses the question(s) below, and are prepared to reach your goals and success in life.
– If you answer NO to the question(s), then you’re ‘At Risk’, leaving money on the table in Taxes, thus NOT having a PLAN that could save you not only money right now, yet into the future and/or retirement.
1) Do you have a plan in place to cover you, should you or someone in your family: pass away / get disabled / sick / or laid off?
SPACE
2) Have you left an old Employer / Company recently? Have you yet to consolidate your old Retirement Plan(s)?
SPACE
3) Have you inherited any Financial Accounts? Do you plan to roll them over, or have them evaluated to make sure they're meeting your needs for your future?
SPACE
4) Do you feel confident that you have a plan in effectively saving for a specific goal? A) Wedding, B) New Home, C) Next Rental Property, D) New Car, E) Children's College Tuition / School, or F) Retirement?
SPACE
5) Are you worried that your Social Security Benefits will not be enough for you to retire comfortably without having to change your lifestyle?
SPACE
6) Are you doing everything possible to reduce your Tax Liability? Or are you leaving money on the table with the IRS or CA FTB.
SPACE
7) Have I put a Succession / Exit Plan in place for when I choose to retire?
If you answered NO to a few of the above questions, then PLEASE get with us to make absolutely sure that you put the Best Plan in place to execute for your success in life.
Are you ready to begin discussing your needs?
Call us @ (714) 710-3424
