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No one plans to fail. Many fail to plan. The results are the same.

OUR FIRM
Tax & Money Strategies, LLC, is organized under the laws of the State of Arizona and does much of its' business there. We have clients in other states and are associated with another organization that has insurance licenses in many states. If you would like to do business with an organization that cares about their clients we don't care where you live; you will get the same professional attention that the locals do and if we are not licensed where you live, we will be.

The trust and asset protection programs are not geographically limited, with one exception. Louisana's law is based on the Napoleonic Code rather than the English system the rest of the country uses and our trusts are not applicable in that state. We have done trusts for people in about twenty states, as far away as New York and Georgia.

We Are Here For You
T
ax & Money Strategies, LLC, provides clients a wide range of financial planning, estate planning, investing and insurance services. Our activities are client driven; each person,family or company is different and has a different situation to deal with. We strive to understand those differences and come up with a plan tailored to your situation.

This Web Site is for the convenience of our clients and others who wish to be able to access information and calculators to assist them in considering their financial situation. While there is no substitute for the personal assistance of a professional financial planner this site will answer many questions you might have. You can also follow your portfolio on this site.


Your Road-Map To Endless Horizons
Tax & Money Strategies, LLC is always available to you when you need professional planning assistance, a formal financial plan, mutual funds, retirement programs, life insurance and health insurance, and living trusts, capital gains bypass trusts, or wealth replacement trusts. We also design asset protection programs for those professionals or landlords who are in danger of being sued in this highly litigious society that we live in. (Please read the disclaimer at the bottom of this page.)

If you find this site useful please refer it to your friends. It is easy to do, just go to 'Other Resources' on the left of the screen and click on 'refer this site'.

 

Business Information

PO Box 6587
Scottsdale, AZ 85261

480-657-2020
https://www.ethicalcommunity.org/taxmoneystrategiesllc

Type(s) of Business

Financial Planning Consultants
Investment Advisory Services
Legal Document Help
Trust Company

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