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Do you earn over $200,000 per year?

It should come as no surprise to you that if you are earning over $200,000 , you are more likely to face an IRS field audit than those that earn less than $200K per year. And, because you know this fact, you’re probably doing more to ensure proof of record keeping, staying organized for the 3 year “open period”, getting advice from your CPA before making financial decisions and paying your taxes on time.

But, so many of us forget to be as diligent with our retirement planning. If you knew that your retirement planning strategy was going to potentially be “audited”, would you be more likely to stay up-to-date on the effectiveness of your nest egg dollars? Yes, of course! Because of the huge benefits you will gleam from expert analysis, I’m a firm believer in using the services of a retirement specialist for your retirement planning. Sure, you might know a thing or two about retirement planning. But, what you DON’T know could be very costly in the long run.

I’m A Student of Mathematics

I don’t often boast of my past achievements, but I’m a life-long student of mathematics and statistics. I dream in numbers! And, as a result, I’m the best person to audit your retirement strategy. Just Ask Freeman to review your retirement planning and help you keep your retirement dollars safe. Call (301) 627-0123 and schedule a no-obligation consultation.