August 15, 2024 -How to Minimize Taxes in Retirement

"Helping Your Clients Minimize Taxes in Retirement"

Senior Wealth Advisor, Jim Crump is joining us this month speaking on the important topic of taxes in retirement.

  Mr. Crump is a licensed Life & Health Agent and a part of The Wingate Group, Inc. He got his first life & health license in 1981 and has many years of experience helping individuals, families and small businesses “right-balance” their investments to minimize taxation in retirement as well as position insurance to protect their assets and secure their future against risk.

His goal is to provide his clients with the expert guidance they need to maximize their retirement nest egg, make sure they don’t run out of money in their golden years and avoid calamity along the way.