Recognizing that no investor wants to have to pay 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, such as life insurance, also offer the opportunity to utilize income-tax-free income when structured properly.
And with our affiliation with Brumlow and Company PC Certified Public Accountants we can provide extensive evaluation of your tax situation including Roth Conversion, Tax Strategies and Tax Preparation.
We are here to assist!
120 Carnegie Place Suite 102 Fayetteville, GA 30214
11720 Amber Park Drive, Suite 160 Alpharetta, GA 30009
Kevin Brumlow is a registered representative of and conducts securities transactions through CoreCap Investments, LCC. BAB Group, LLC and CoreCap Investments are separate and unaffiliated entities.
The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales.