Financial & Tax Strategies, Inc.
Your Guide to Financial Freedom



2 Fox Run
O'Fallon, IL 62269   


314-991-9005 or 1-800-966-1690



Our Services

Financial & Tax Strategies focuses on the needs of those approaching retirement or those who are already retired and their financial opportunities and problems.  We are a professional firm designed to assist seniors to protect their assets and standard of living.  We offer multiple services, including:

  • Retirement planning:  We'll show you the best ways to invest and get the most out of your IRA's, rollovers, 401(k)'s and pensions.  In some cases, we can help you make withdrawals tax free from your retirement plans.
  • Estate planning:  We can assist you with living trusts, eliminating estate taxes and helping you pass on your assets to your next generation without enduring estate tax.
  • Financial planning:  We can help your investments keep pace with the stock market while having the principal guaranteed.
  • Tax Planning: In some cases, we can help you make withdrawals tax free from your IRA, 403(b) and 401(k) retirement plans.
  • Investment management:  If you want to increase and protect your income so you can retire younger, we can help you reach that goal too.
  • Unique Strategies and Solutions:  At Financial & Tax Strategies, we cater to each individual client.  We also offer a range of other services including showing you how to never run out of money once you've retired, preventing losses using sound exit strategies, eliminating the need to take required minimum distributions out of your accounts and showing you innovative techniques to recover losses.

Many people can better organize their financial affairs when they know about the many strategies available to them.  Financial & Tax Strategies first educates its clients about their alternatives and then assists them to implement the proper strategies.