Tax Expert David Swanson Offers Retirement Simplified Blueprint for Limited Time

Jan 28, 2021

Avoid costly missteps and get the facts on how to build a secure foundation with this book from David Swanson, "Retirement Simplified Roadmap" at SafeMoney.com.

Grand Rapids, United States - January 27, 2021 /PressCable/ —

Tampa, Florida, January 27, 2021 – Tampa based Quantum Financial Group, Inc. was founded in 1993 by its President & CEO, David Swanson. Quantum Financial Group is a full-service wealth management firm with a national scope. Over several decades David has built a team that emphasizes intellectual rigor, in-depth customization, and committed service. David and his team work closely with and provide customized advice and guidance to a select group of corporate executives, entrepreneurs, ultra-high-net-worth families, foundations, and endowments, helping them streamline the complexities and capitalize on the opportunities of substantial wealth.

For a limited time, David is making available through Safe Money, a book titled “Retirement Simplified Blueprint”. Request a copy today to learn about the trademark strategies that maximize retirement income and protect clients’ life savings with their Safe Money First planning model. Act now and get a personalized, free copy before it’s too late by visiting http://bit.ly/SwansonSafeMoney.

For people over the age of 50 looking to preserve accumulated wealth, take note. Not all annuities give the same level of benefits, and not all retirement advisors are equal in the advice they can offer. Avoid costly missteps and get the facts on how to build a secure foundation with this book from David, “Retirement Simplified Roadmap” at SafeMoney.com.

Since 1983, David has been a leader in providing advanced tax planning as well as designing estate and retirement plan solutions. He has helped hundreds of clients to reduce their taxes and meet a specific set of outcomes, such as a client’s financial independence, income, retirement, philanthropy, and other uniquely personal goals.

David helps clients to focus first on advanced tax strategies that can’t be found on Main Street, nor provided by traditional financial or insurance products. A cornerstone of his philosophy involves using tax minimization strategies which we focus on all year round as opposed to a reactive, last-minute approach. David has worked hard over the years to gain strategic partnerships with some of the top CPA firms in the country. Today, David and his team of CPAs have saved Wall Street companies and small business owners over $1 billion dollars in taxes.

Contact Info:
Name: Mark Klipsch
Email: Send Email
Organization: Retirement Lifestyle Advocates
Address: 961 Four Mile Road NW, Grand Rapids, MI 49544, United States
Website: https://www.retirementlifestyleadvocates.com

Source: PressCable

Release ID: 88995219

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