• Tax and Retirement Specialists

  • About Us

    Tax and Retirement Specialists uses a Team Based Model and Virtual Family Office (VFO) to offer a holistic, proactive approach to business, estate and retirement planning.

    We dive deep in five key planning areas: Tax Planning, Risk Mitigation, Wealth Management, Legal Services, and Business Advisory. Our VFO features best of breed experts in their field of expertise, helping our clients save tens of thousands—and sometimes hundreds of thousands—in taxes.

    Learn more at, https://taxandretirementspecialists.com/vfo-services 4-minute video

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    Rep/Contact Info

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    Dale Montgomery
    Director of Advanced Planning
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