Thoughtful Advisors specializes in helping taxpayers save hundreds of thousands of dollars in taxes through thoughtful asset allocation. We use those tax savings to generate significantly more income for non-working years. Our asset reallocation process reduces overall risk of retirement savings plan.

Thoughtful Advisors partners with an actuarial firm that developed proprietary analysis models for taxes. These models evaluate the tax burden each taxpayer carries in their current savings approach - and provides fiduciary options for reducing or eliminating taxes that increase income for non-working years.

If this sounds like an approach, you'd like to learn more about, I'd enjoy having a conversation with you.

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