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Your Potential Retirement Income
Protect Your 401K
We help you make sure your finances are in check when you retire.
Secure Your Stock
If you have company stock in your 401K, we can reduce the risks associated with tax penalties, and concentrated stock risk.
Leave a Legacy
Leave more than just a name. We help you create a living legacy of good works via charitable
giving.
The ROQS™ Method
Developed by The Charitable Payraise™ to Give You a Better, Simpler, More Lucrative Tax Strategy
Maximize your retirement assets
Increase your after-tax retirement cash flow
Avoid the ridiculous costs of rolling over to an IRA
You've Worked Hard, Let Us Do The Rest
We look forward to working with you, your advisor, and your favorite charities to optimize your retirement while making the world a better place.
30+ years in Insurance, Investment, Tax Strategy
& Financial Planning
We Help Hard Working, Long Serving W-2 Employees “Do Well By Doing Good”.
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