Download Our Wealth Transfer Guide

Get our Wealth Transfer Guide

It's time to protect your nest egg and your beneficiaries from the "tax time bomb". Learn how to transfer your wealth in a tax efficient manner.

Our Wealth Transfer Guide Will Show You how To:

Increase the size of your estate in a tax efficient manner
Protect your beneficiaries from being bumped up into a higher tax bracket
Avoid the “tax time bomb” that occurs upon your death

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Everyone’s financial situation is unique and there is NOT a one-size fits all retirement plan. Ask us questions and get real answers.

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Contact Information

Phone:
(469) 939-8796

Email:
mike@texaselitebenefits.com

Address:
Irving, TX 75062

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