We help you to Minimize Your Taxes
Are you happy with the amount of taxes you pay?
We help you to Minimize Your Taxes
Are you happy with the amount of taxes you pay?
Create Tax Free Income
We can show you a strategy to create tax free income for your retirement. This will completely insulate you against the negative financial impact of income taxes.
Taxes Are At Historical Lows
With our rising national debt it is more likely than not our individual tax rates will be going up in the future. We address this inevitability for our clients to help you preserve your wealth.
Minimize Taxes On Future Social Security Income
We can help you plan to set up your assets in a way to bring down your tax bracket in retirement to minimize or avoid taxes on your social security income. Let’s have a talk.
Create Tax Free Income
We can show you a strategy to create tax free income for your retirement. This will completely insulate you against the negative financial impact of income taxes.
Taxes Are At Historical Lows
With our rising national debt it is more likely than not our individual tax rates will be going up in the future. We address this inevitability for our clients to help you preserve your wealth.
Minimize Taxes On Future Social Security Income
We can help you plan to set up your assets in a way to bring down your tax bracket in retirement to minimize or avoid taxes on your social security income. Let’s have a talk.
“Between income taxes and employment taxes, capital gains taxes, estate taxes, corporate taxes, property taxes, Social Security taxes, we’re being taxed to death.” - Chuck Norris
“Between income taxes and employment taxes, capital gains taxes, estate taxes, corporate taxes, property taxes, Social Security taxes, we’re being taxed to death.”
- Chuck Norris
Proudly Featured In
Let's Have a Chat
Recognizing that no investor wants to have to pay more a cent more in taxes than necessary, we can analyze how certain financial products may make sense for your financial planning in order to minimize your tax burden.
Certain strategies offer tax deferral so that you only pay taxes when you actually take a withdrawal. Other products also offer the opportunity to utilize tax-free income when structured properly.
Let's Have a Chat
Recognizing that no investor wants to have to pay more a cent more in taxes than necessary, we can analyze how certain financial products may make sense for your financial planning in order to minimize your tax burden.
Certain strategies offer tax deferral so that you only pay taxes when you actually take a withdrawal. Other products also offer the opportunity to utilize tax-free income when structured properly.
“Successful people are those who are willing to do the things that unsuccessful people are unwilling to do” - Seymour Gerstman
Testimonials
Dr. Hal Abrahams, New Rochelle, NY
10/08/2020
“I have been working with my financial advisor, Michael Gerstman for over 20 years. Michael employed a technique that put tens of thousands of dollars in my pocket. Both my CPA and I were hugely impressed by Michael’s expertise. I’m lucky to have him on my team and you really need to have him on yours!”
Jason Haber,
Partner Law Firm of Haber-Blank
14/08/2020
"I give Michael Gerstman and his team my highest recommendation. Michael has assisted my family for about a decade. He has always stayed on top of changes that might affect our goals and gives sound advice to keep us on track. When it comes to financial matters, there isn't a shadow of a doubt that Michael is my first call."
GIVE US A CALL TODAY!
(833) 433-2713