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TAX PLANNING TO MAXIMIZE SAVINGS

Our seasoned tax consultants are committed to helping you minimize tax risk so you can maximize your hard-earned money. No matter where you are in life, we're here to help identify opportunities so you can keep more of what's yours.

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BRIDGE THE TAX PLANNING GAP

Let's face it. Taxes are one of the biggest expenses in life. Our experienced tax consultants take the time to learn about your short- and long-term goals, ensuring your tax plan aligns with your overall financial strategy. We take pride in helping working professionals, families, business owners and retirees maximize tax savings today and tomorrow.

McGregor Wealth Management Logo
Retirement Wealth
BBB
Time

Monday - Friday

9 am - 5 pm

Location

757 Maleta Ln Suite 204

Castle Rock, CO 80108

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Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. McGregor Wealth Management and RWA are not affiliated. 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. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that McGregor Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

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