E state Plan
A financial Plan
T ax plan
50%+ – percentage of individuals with NO estate plan
30% – What Social Security will fund of your retirement income
Tax planning is not “preparing” your taxes….
Take advantage of THE BUNDLE
To a prosperous and happy 2021!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan – done: THE BUNDLE