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Blog

Brett Machtig | Jan 21, 2025

Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to seek to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization

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Brett Machtig | Jan 3, 2025

Planning for the Future: Essential Steps to Plan Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

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P: 952-831-8243
F: 952-831-5563
TF: 800-548-1820
E: brett@cagcos.com

 

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5270 West 84th Street
Suite 310
Bloomington MN 55437

Mon – Fri: 8:00 AM – 5:00 PM
Sat – Sun: By Appointment

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC.

Brett Machtig is registered to conduct securities business in Alaska, Alabama, Arizona, Arkansas, California, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virginia, Washington and Wisconsin. Mark Foreman is registered to conduct securities business in Arizona, Florida, Louisiana and Minnesota. Michael Ruggieri is registered to conduct securities business in Alaska, Arizona, Connecticut, Florida, Kansas, Louisiana, Maryland, Minnesota, Nevada, New York, North Carolina, North Dakota, Pennsylvania, Texas, Utah, Virginia and Wisconsin.  This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced. 

Insurance-related services may not be provided to individuals residing in any states other than Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virginia, Washington, Wisconsin. CA License #0B33199

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

Links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation, or other affiliation with respect to any third parties or their content. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

*Neither Capital Advisory Group nor LPL Financial provide tax or legal advise. We work with you and your legal counsel to assist you with your estate plan.

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