The $1M Power of Proactive Tax Strategy | Office Hours With Gabriel скачать в хорошем качестве

The $1M Power of Proactive Tax Strategy | Office Hours With Gabriel

Gabriel Shahin, CFP®, reviews an anonymized financial planning case. Using our free financial platform, he walks through analyzing a high-net-worth couple's finances, retirement timeline, taxes, and investment strategy. Gabriel demonstrates how strategic Roth conversions and tax planning can boost long-term wealth—resulting in over $1M more in retirement, showing the power of proactive financial planning. 📅 Schedule a Free Financial Assessment https://www.falconwealthplanning.com/... 🎙️ Follow Gabriel Shahin, CFP®: Website – https://gabrielshahin.com/ Instagram – / falconoffin. . LinkedIn – / followgab. . X (Twitter) – https://x.com/falconoffinance?s=21&t=... 🔗 Follow Falcon Wealth Planning: Linktree – https://linktr.ee/falconwealthplanning Instagram – / falconwealt. . LinkedIn – / falc. . YouTube – @FalconWealthInc For business or podcast inquiries, please contact: Marketing@falconwp.com ----------------------------------- Disclaimer: Advisory services are offered through Falcon Wealth Planning, an SEC registered investment adviser. The views expressed in this op-ed are solely those of the author and do not necessarily reflect the opinions or policies of Falcon Wealth, its editors, or any affiliated entities. Any information provided herein is for informational purposes only and should not be construed as professional advice. Please consult a qualified financial professional for personalized guidance.