You Need A Tax Free Retirement Strategy.
Learn how we can set you and your loved ones up for success. Leverage the power of compound interest, protected growth tied to the market and tax-free access to your own money.
0-1%
Floor. Never lose your principal. Even if the market tanks your account won't.
-65+
You choose when you want to retire. Design your retirement plan
48%
of Americans do not have death, disability or critical illness insurance coverage
SERVICES
Our Expertise and Key Service Areas
Million Dollar Baby
Set up a Million Dollar Baby account for your children giving them a powerful head start. This account builds cash value that can be utilized for various purposes such as education expenses, a down payment on a home, or supplementing retirement savings.
Retirement
Want a tax-smart retirement plan?
Tax-Free Retirement Accounts can have significant benefits for retirement. The cash value inside a TFRA grows tax-deferred, and you can borrow against it without paying capital gains tax. Use it to create a robust retirement income stream.
Legacy & Protection
A Tax- Free retirement plan provides the death benefit protection you need with cash value growth potential. It also gives you the option to access your death benefit early in the event of a qualifying chronic, critical, or terminal illness.
Tax Deferred Account
(401k, IRA, TSP, 403b)
You must pay taxes in the future once you access your retirement account
Your money is not liquid, you may not withdraw before a triggering event, or you will be penalized
Earnings reported to IRS, you have a lifelong partner that will enjoy your retirement account. Uncle Sam.
Your account will reflect market performance. While it may enjoy some market high's it can also drop, heavily impacting your savings.
Tax Free Retirement Account
Access to money in your account. Use it when you need it without penalty.
Access your retirement funds tax free.
Lock in gains, not the losses. Stay protected from market volatility.
Added layer of protection with a life insurance component. Covers you in case of death, disability or critical illness.
Versatile use. College planning, legacy planning and retirement planning. Set your entire family up with a secure future when it comes to finances.
Versatile use. College planning, legacy planning and retirement planning. Set your entire family up with a secure future when it comes to finances.
BUILD A COMPOUND INTEREST TAX FREE RETIREMENT
Why Hasn't My Financial Advisor Ever Told Me About This?
Most financial advisors do not know that you can legally set up a tax-free account utilizing IRS code 7702. Advisors usually do not have the additional license needed to apply for these types of compound interest accounts. As an insurance brokerage we offer products that have unique benefits.
Financial advisors recommend or promote products that they contract with only, or the products that their company promotes. As a broker we have over 50+ carrier partners to find you the most competitive product in the market that matches your need.
Financial advisors are paid in fees from the accounts they set up (IRA's, 401k etc.). This is how they make their commissions. Most likely clients are not seeking tax free strategies because they do not know other options exist. Until recent times tax-free savings vehicles were only utilized by wealthy individuals. Shocking, right?
About Kim Crisler
"Kim Crisler is a proactive financial specialist with extensive expertise in real estate, insurance, and tax planning. With a strong emphasis on future legacy planning, she is dedicated to helping professionals and business owners implement effective strategies for legal, moral, and ethical tax savings while safeguarding the wealth they have diligently built. Kim’s approach blends deep industry knowledge with a commitment to her clients’ best interests. She creates tailored financial strategies that protect assets and ensure long-term sustainability, allowing clients to focus on their business successes without the burden of unnecessary tax liabilities. Throughout her career, Kim has established herself as a trusted advisor, guiding clients through the complexities of financial planning with integrity and care. Her proactive methods and personalized service empower clients to secure their legacies for future generations, enabling them to thrive both now and in the years to come."
Why Do So Many Business Owners Overpay Their Taxes?
A survey published in Forbes magazine showed 93% of business owners pay more tax than they’re legally required to pay. How can that be when most of them have perfectly competent accountants working on their behalf? The answer is that, while most tax professionals do a perfectly good job putting the “right” numbers in the “right” boxes on the “right forms,” that’s when they call it a day. They don’t have the time, the training, or the temperament to help you go beyond mere numbers in boxes.
They tell you how much you owe. But they don’t tell you how to pay less.
Want more proof? Ask yourself, when was the last time your tax pro came to you with an idea to save money? If the answer is “never,” then you’re in that 93% that are paying too much! That's why we offer:
No cost, no obligation discovery call Plans created by a nationally recognized team of experts Results guaranteed - it's like heads you win, tails you don't lose
Kim Crisler and the team at Excel Empire help businesses save money through the use of advanced tax strategies
40+
Years of Experience
1,500+
Happy Clients
$1b+
In Tax Credits
$25m+
Savings Realized
Get In Touch
Assistance Hours
Monday-Friday
9:00am – 5:00pm PST
Sunday – CLOSED
Call or Text: (909)-843-0212
Office: United States and Canada
Call (909)843-0212
Email:
[email protected]
Site: www.wealthbuilderagent.com
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