Case Study #8
A client referred by her accountant was looking for ways to reduce her exposure in the stock market with regard to her retirement plan. The accountant was looking for tax-free earnings and a way to reduce or pay no tax when the client began to take distributions.
Brighton Advisory Group was able to help her save for retirement utilizing an extremely tax efficient program providing tax-deferred growth, tax-free distributions and no downside risk in the market.
(Savings over $1,300,000)
5704 Lindley Ave, Encino CA, 91316
/ Tel. 818.342.9950