Tax and Estate Planning

tax

Do you have an Estate Plan?  Taking care of your estate matters now can save time, money and headache later.  Take control of your destiny.   Request for an estate attorney meeting.  Click here for estate attorney.

Are you paying a lot of taxes?  If you are making a lot of money but don’t have a lot of tax breaks, you may consider consulting with our tax advisers.   We will help you review your taxes and recommend a customized solution for you.  Click here for Tax Review.

CONTACT US

We're not around right now. But you can send us an email and we'll get back to you, asap.

Sending

©2017 Financial Wellness Tower a premium financial education site brought to you by Pension Maxima. DICLOSURE Pension Maxima Investment Advisory, Inc. is and investment adviser registered in the state of New York and California and has made notice filings in those states where required. Pension Maxima does not offer services to residents of any jurisdiction in which Pension Maxima is not  currently registered and/or has a notice filer, unless exempt. The information provided is intended for use by citizens and residents of the United States only. It is not intended to any person residing in, any citizen of, or any form of organization operating under the authority of any country or jurisdiction in which Pension is not registered as an investment adviser, unless exempt.

or

Log in with your credentials

or    

Forgot your details?

or

Create Account