-
Tax and Retirement Specialists
-
About Us
At Tax and Retirement Specialists, we specialize in helping clients significantly reduce their tax liabilities through strategic, proactive planning. Utilizing our Team-Based Model and Virtual Family Office (VFO), we deliver a holistic approach that integrates the expertise of top professionals across tax planning, risk mitigation, wealth management, legal services, and business advisory.
Our focus on tax mitigation allows us to reduce our clients' tax bills by 40% to 60%—all within strict compliance guidelines. We don’t engage in any grey areas or questionable practices, and each of our strategies is backed by comprehensive audit defense. Our goal is to save clients tens of thousands—and sometimes hundreds of thousands—in taxes, providing peace of mind and impactful savings.
Learn more at, https://taxandretirementspecialists.com/vfo-services 4-minute videoVideo Media
Images
Gallery Image VFO_Pic.png
Rep/Contact Info
View Personal BioDale MontgomerySince 1990, Dale has made his mark in real estate, evolving from a Realtor to a Broker and co-founding a successful real estate company. In 2012, a seminar on tax-free retirement revealed his true passion in financial advising, prompting Dale to pursue mentorship and partnerships with the financial sector’s elite. Throughout his career, Dale’s dedication to tax reduction, asset protection, and wealth creation has consistently illuminated his path, showcasing a seamless blend of real estate acumen and financial expertise to guide others toward financial prosperity.Tell a Friend
-
Upcoming Events
-
-
If you are interested in applying to serve on the Board of Directors, please apply HERE.
-
-
Bridging Business & Community