Financial Services - Vienna, VA, US
Our Goal, Your LegacyOur VisionTo Help Hard Working, Long-Serving W-2 Employees "Do Well By Doing Good"The MissionBetter Retirement, Lasting LegacyOur GoalBy leveraging our unique approach, most retirees significantly reduce their taxes, increase after tax income, and create a living legacy of good works via charitable giving.By leveraging our unique method, retirees will significantly reduce their taxes, increase after-tax income, and create a living legacy of good works via charitable giving.To illustrate these improvements, our new proprietary tool, The ROQS™ Method app (patent pending) will project potential scenarios related to your holdings by using ROQS™, compare & contrast ROQS™ versus traditional strategies, and forecast long term results for both the retiree and charity(s).
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