TIME-SENSITIVE for Investors With $250K+

Discover 5 Strategies You Can Use Now to Lower Your Taxes

Scheduled Tax Increases Could Mean an End to Some of These Strategies

Inside this FREE guide, you'll discover:

The costly "domino effect" that can result from tax law changes (and what to do)
Specific tax-saving opportunities to consider BEFORE income tax rates increase
The simple tax "bunching" strategy used by many high-income earners

Lead magnet cover entitled "Discover 5 Strategies You Can Use Now to Lower Your Taxes..."

"Acting soon could be important – you may not have the ability to seize all of these tax-saving opportunities forever."

Phillip Statler, EA

Statler Financial Services Inc

Icon of a globe

https://statlerfinancial.com

Icon of an email

phillip@secondhalfteam.com

Icon of a telephone

Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.

This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor before investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.

Investment advisory services are offered through Second Half Financial Partners, LLC, a separate but affiliated entity that is a SEC Registered Investment Advisor domiciled in the state of Florida, and appropriately registered in all states in which it conducts business.

Contact Us

Phone: 863.382.0037
Email: phillip@secondhalfteam.com

Our Location

145 W. Center Ave
Sebring, FL 33870
Get Directions

Connect

Facebook
Linkedin
Twitter

Check Us Out

bbb

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor before investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly. Investment advisory services are offered through Second Half Financial Partners, LLC, a separate but affiliated entity that is a SEC Registered Investment Advisor domiciled in the state of Florida, and appropriately registered in all states in which it conducts business.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Privacy Policy | Terms of Use