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The Ultimate Wealth Strategy Session: HOW TO

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& Protect Your Assets

LEARN THE INSIDER TACTICS THE WEALTHY ARE USING TO SAFEGUARD AND GROW THEIR FORTUNES.

 FREE LIVE VIRTUAL EVENT: ROB GILL/EPIC FINANCIAL STRATEGIES
 LIVE OCTOBER 19TH 2023 | 5PM PT / 6PM MT / 7PM CT / 8PM ET >>> CLICK HERE TO SIGN UP

Precision Tax Strategy for Professionals, Business Owners and Investors

We create personalized financial road maps tailored to your investment goals.

Precision Tax Strategy 

For Professionals, Business Owners and Investors

SERVICES.

​​Tru Fit Tax Planning

Tru Fit Tax Planning is a strategic tax advisory firm built for professionals and businesses who refuse to overpay the IRS and refuse generic advice.

We do not prepare returns.

We engineer outcomes.
Our work begins where compliance ends. We identify structure and implement tax strategies that reduce lifetime tax liability protect cash flow and align your tax plan with how you actually earn invest and build wealth.

RETIREMENT PLANNING

Retirement planning is the process of determining how much money you will need to save and invest in order to have a comfortable retirement and what steps you need to take to achieve that goal. It involves analyzing your current financial situation, including your savings, investments, and debt, and creating a plan to help you achieve your retirement goals.

Some key questions to consider when planning for retirement include:
  • When do you want to retire?
  • ​How much money do you want to have saved by the time you retire?
  • ​How much money will you need to maintain your current standard of living in retirement?
  • ​What sources of income will you have in retirement, such as Social Security, pensions, and investments?
  • ​What expenses do you expect to have in retirement, such as housing, healthcare, and leisure activities?
EPIC Financial Strategies take a far more customized approach to this planning than a typical cookie cutter plan. EPIC will show you how to incorporate the power of actuarial science coupled with your market based investments to create a substantially higher and more sustainable income stream.

WEALTH MANAGEMENT

The goal of wealth management is to help clients achieve financial security and stability over the long term. This may involve developing strategies to grow and preserve wealth, minimize taxes, and manage risk. Wealth management is a collaborative process that involves ongoing communication and review to ensure that a client's financial plan stays on track and continues to meet their changing needs and goals. It involves developing a comprehensive financial plan that takes into account an individual's or family's current financial situation, future goals, and risk tolerance. Wealth management typically includes a range of financial services, such as investment management, financial planning, tax planning, estate planning, and risk management.

Disability insurance

Disability income insurance, also known as disability insurance or income protection, is a type of insurance that provides financial protection in the event that you are unable to work due to a disability. 

There are two main types of disability income insurance: short-term disability insurance and long-term disability insurance. Short-term disability insurance provides coverage for a specific period of time, typically between three months and one year. Long-term disability insurance provides coverage for a longer period of time, often until the policyholder reaches retirement age.

EPIC can help you build an income replacement plan that minimally covers the essentials for you. For those looking for more robust protection EPIC can design a plan that can help you to meet your current obligations and maintain your standard of living. This is where understanding your full financial picture becomes so important.

group benefits

Group benefits are employee benefits that are provided to a group of employees. These benefits are often sponsored by an employer and may include health insurance, life insurance, disability insurance, retirement plans, and other types of coverage.

These can be voluntary benefits where the employee pays some cost and can chose to participate or not. There are also benefits that are given to the employee as part of their overall compensation.

Some common types of group benefits include:
  • Health insurance
  • ​Group Life insurance
  • ​Group Disability insurance
  • Retirement plans: Employers may offer retirement plans, such as 401(k) plans or pension plans, to help employees save for retirement.
  • Other types of group benefits may include dental insurance, vision insurance, flexible spending accounts, and employee assistance programs.
Employers may offer group benefits as a way to attract and retain employees, as well as to promote the health and well-being of their workforce. Group benefits can also provide tax advantages for both the employer and the employee.

college funding

College funding can be a significant financial undertaking, as the cost of higher education has been rising in recent years. There are several options available to help students and their families pay for college, including scholarships, grants, loans, and work-study programs.

One important aspect of college funding is planning ahead. It is a good idea to start thinking about how you will pay for college well before your child is ready to enroll. This will give you time to research your options and make a plan. Some steps you can take to plan for college funding include:
  • Researching financial aid options
  • Saving for college
  • Evaluating your budget
  • Considering alternative options
EPIC Financial Strategies can help you understand the options available for you as well as, how to best position your assets to minimize there impact on your Child’s FAFSA application. 

SERVICES.

​​Tru Fit Tax Planning

Tru Fit Tax Planning is a strategic tax advisory firm built for professionals and businesses who refuse to overpay the IRS and refuse generic advice.

We do not prepare returns.

We engineer outcomes.
Our work begins where compliance ends. We identify structure and implement tax strategies that reduce lifetime tax liability protect cash flow and align your tax plan with how you actually earn invest and build wealth.

RETIREMENT PLANNING

Retirement planning is the process of determining how much money you will need to save and invest in order to have a comfortable retirement and what steps you need to take to achieve that goal. It involves analyzing your current financial situation, including your savings, investments, and debt, and creating a plan to help you achieve your retirement goals.

Some key questions to consider when planning for retirement include:
  • When do you want to retire?
  • ​How much money do you want to have saved by the time you retire?
  • ​How much money will you need to maintain your current standard of living in retirement?
  • ​What sources of income will you have in retirement, such as Social Security, pensions, and investments?
  • ​What expenses do you expect to have in retirement, such as housing, healthcare, and leisure activities?
EPIC Financial Strategies take a far more customized approach to this planning than a typical cookie cutter plan. EPIC will show you how to incorporate the power of actuarial science coupled with your market based investments to create a substantially higher and more sustainable income stream.

WEALTH MANAGEMENT

The goal of wealth management is to help clients achieve financial security and stability over the long term. This may involve developing strategies to grow and preserve wealth, minimize taxes, and manage risk. Wealth management is a collaborative process that involves ongoing communication and review to ensure that a client's financial plan stays on track and continues to meet their changing needs and goals. It involves developing a comprehensive financial plan that takes into account an individual's or family's current financial situation, future goals, and risk tolerance. Wealth management typically includes a range of financial services, such as investment management, financial planning, tax planning, estate planning, and risk management.

Disability insurance

Disability income insurance, also known as disability insurance or income protection, is a type of insurance that provides financial protection in the event that you are unable to work due to a disability. 

There are two main types of disability income insurance: short-term disability insurance and long-term disability insurance. Short-term disability insurance provides coverage for a specific period of time, typically between three months and one year. Long-term disability insurance provides coverage for a longer period of time, often until the policyholder reaches retirement age.

EPIC can help you build an income replacement plan that minimally covers the essentials for you. For those looking for more robust protection EPIC can design a plan that can help you to meet your current obligations and maintain your standard of living. This is where understanding your full financial picture becomes so important.

group benefits

Group benefits are employee benefits that are provided to a group of employees. These benefits are often sponsored by an employer and may include health insurance, life insurance, disability insurance, retirement plans, and other types of coverage.

These can be voluntary benefits where the employee pays some cost and can chose to participate or not. There are also benefits that are given to the employee as part of their overall compensation.

Some common types of group benefits include:
  • Health insurance
  • ​Group Life insurance
  • ​Group Disability insurance
  • Retirement plans: Employers may offer retirement plans, such as 401(k) plans or pension plans, to help employees save for retirement.
  • Other types of group benefits may include dental insurance, vision insurance, flexible spending accounts, and employee assistance programs.
Employers may offer group benefits as a way to attract and retain employees, as well as to promote the health and well-being of their workforce. Group benefits can also provide tax advantages for both the employer and the employee.

college funding

College funding can be a significant financial undertaking, as the cost of higher education has been rising in recent years. There are several options available to help students and their families pay for college, including scholarships, grants, loans, and work-study programs.

One important aspect of college funding is planning ahead. It is a good idea to start thinking about how you will pay for college well before your child is ready to enroll. This will give you time to research your options and make a plan. Some steps you can take to plan for college funding include:
  • Researching financial aid options
  • Saving for college
  • Evaluating your budget
  • Considering alternative options
EPIC Financial Strategies can help you understand the options available for you as well as, how to best position your assets to minimize there impact on your Child’s FAFSA application. 

Tax Minimization Before and After You File

Our goal is to utilize proven strategies and industry-leading technology to help YOU make the right financial decisions.

Empower.

Most tax firms focus on filing. Tru Fit focuses on optimization.
Whether you are planning ahead or correcting past overpayment we specialize in tax minimization at every stage.

Protect.

We reduce taxes before income is taxed through proactive planning.
We identify missed deductions credits and structural advantages after filing.

Integrate.

We amend prior year returns to recover taxes you never should have paid. We design forward looking strategies so overpayment does not happen again. If you have already overpaid we help fix it. If you are still earning we help prevent it.

OUR APPROACH.

Our goal is to utilize proven strategies and industry-leading technology to help YOU make the right financial decisions.

Empower.

Most tax firms focus on filing. Tru Fit focuses on optimization. Whether you are planning ahead or correcting past overpayment we specialize in tax minimization at every stage.

PROTECT.

We reduce taxes before income is taxed through proactive planning. We identify missed deductions credits and structural advantages after filing.

INTEGRATE.

We amend prior year returns to recover taxes you never should have paid. We design forward looking strategies so overpayment does not happen again. If you have already overpaid we help fix it. If you are still earning we help prevent it.

Why Tru Fit Is Different

Who We Are

Most CPAs are built for tax season volume. Their priority is taking on as many clients as possible and moving quickly from return to return.
Tru Fit is built for strategy.

While others finalize filings we focus on what actually moves the needle:
We analyze what was missed
We re engineer tax structures
We amend returns when warranted
We create a plan that improves outcomes year after year
We do not just report what happened.
We change what happens next.

ABOUT US.

Who We Are

Most CPAs are built for tax season volume. Their priority is taking on as many clients as possible and moving quickly from return to return.
Tru Fit is built for strategy.

While others finalize filings we focus on what actually moves the needle:
We analyze what was missed
We re engineer tax structures
We amend returns when warranted
We create a plan that improves outcomes year after year
We do not just report what happened.
We change what happens next.

CASHFLOW ANALYSIS.

Fill out the form below to have one of our financial experts reach out to you FREE of charge.
Our Cashflow Analysis saves the average person $9,000 a year!

⬇ FILL OUT THIS FORM HERE ⬇

First Name:
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*I understand that by completing this form I will be contacted by a member from the ​​Tru Fit Tax Planning
Team, and added to the newsletter. Your information will never be sold or shared with a 3rd party.

GET YOUR

CASHFLOW ANALYSIS.

Fill out the form below to have one of our financial experts reach out to you FREE of charge.

⬇ FILL OUT THIS FORM HERE ⬇

First Name:
Last Name:
Email:
Phone Number:

*I understand that by completing this form I will be contacted by a member from the ​​Tru Fit Tax Planning
Team, and added to the newsletter. Your information will never be sold or shared with a 3rd party.

​​Tru Fit Tax Planning is a trade name referring to ​​Tru Fit Tax Planning Inc. 

Robert Gill is not in the business of providing investment advice and specifically disclaims any liability, loss or risk incurred as a consequence, either directly or indirectly, through the use of any of the information contained in this video. Also, Robert Gill, in his appearance on various social media platforms, does NOT provide ANY legal, accounting, securities, investment or tax advice, and the opinions he shares are not intended to be a substitute for meeting with professional advisors. If legal advice or other expert assistance is required, the services of competent, licensed and certified professionals should be sought. In addition, Robert Gill does not endorse ANY specific investments, financial advisors or securities brokerage firms. Robert Gill is not a securities-licensed professional, financial planner or investment advisor.

Where return on investment is discussed or referenced by the presenter or in the written materials, the figures used are for illustration purposes only, and are not intended to indicate that an investment in any particular investment or investment sector will necessarily generate any specific return.

Before making any investment or other significant financial decision, viewers should consult with qualified and licensed professionals, who will assess the appropriateness of the decision in light of each individual’s specific goals, experiences and financial status.
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600D LAKE STREET RAMSEY, NJ 07446. Contact: (732) 889-3344