A Remarkable IRS-approved
Estate Planning and Trusts
Zero-Tax-Strategy


HE WANTS EVEN MORE OF YOUR MONEY.

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Without proper planning most of your legacy will go to the government - not your loved ones or charity

Unprotected
$1 Million Account

Uncle Sam's Share=$728,200
Your Heirs/Charity Share=$271,800
Protected
$1 Million Account

Uncle Sam's Share=$0
Your Heirs/Charity Share=$2,550,000

This will be your tax bill in 2013
without our IRS-APPROVED strategy

Estate and Income Taxes



Legally Keep More of Your Hard-Earned Dollars


  • How much of your retirement plan can really be salvaged?
  • Are you braced for double taxation of up to 72% of your retirement plan?
  • Do you know that you can reduce or even eliminate required minimum distributions?
  • Do you realize that this strategy is more effective than a Roth IRA rollover?



  • Fortress Financial Group, LLC, a northern Colorado based financial planning firm, founded by Robert M. Smith, CFP, focuses on strategies to legally preserve and protect 401k, 403b retirement plans and other pension plans from federal and state income and estate taxes. Fortress Financial Group, LLC, serves local and regional areas of Colorado, including Denver, Boulder, Colorado Springs, Fort Collins, Loveland, Greeley, and other locations within the U.S.


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    Fortress Financial Group, LLC,
    1325 Hawkridge Road, Eaton, CO 80615 (970)302-6053