I would like to introduce myself, Ron Adams.
I am a Master of Estate Preservation (MEP), a Certified Estate Planner (CEP) and a Certified Senior Advisor (CSA). My wife, Christie, and I live in Chattanooga, Tennessee where
our company is a member of the Better Business Bureau.
Christie and I have a combined
35 years of experience in advising retirees, senior citizens, and those planning their retirement how to protect their assets
and reduce their taxes through proper estate planning. As we prepare taxes for
some of our clients, we show them how they may reduce their taxes up to 70 percent.
We also show our clients how
they may:
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Avoid all probate and estate taxes
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Reduce or avoid income taxes on investments and Social Security
-
Reduce the cost of their health care insurance and prescription
medications
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Pass an IRA/401k to family members without losing up to 50 percent
to income taxes
-
Safely increase returns on CDs and investments with no risk
to principal
It is our desire and commitment to establish trust and a long lasting relationship
with our clients. This commitment has served us well throughout the years. We take pride in knowing that our clients keep returning to us for advice year after
year.