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Are you ready? Put on Your Financial Spectacles &
Increase your Personal Finance Awareness

Gain Personalized Financial Education & Guidance from a network of CPA's, Tax & Estate Attorneys, Ex-IRS Agents & Life Insurance & Annuity Brokers that can change your life -
Self, Family, Business, Community

Keep more of what you make with Tax Strategies. Protect Assets & Lifestyle. Create & Grow Wealth Protected too. 

Schedule an appointment today. 

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At Your Financial Spectacles, we help individuals, families, and business owners at all income levels reduce taxes, protect their lifestyle, and build lasting wealth. Whether you're just getting started or managing complex finances, we provide personalized strategies that go far beyond basic tax filing.

We collaborate with your CPA or financial team to uncover hidden tax-saving opportunities, implement effective asset protection structures, and guide you toward long-term financial growth.

Already filed your taxes? We’ll review your past returns to identify missed deductions and overlooked strategies — especially in key areas like real estate tax solutions.

We also offer a full suite of life insurance services, including term coverage with living benefits and permanent (cash value) policies — which are designed to mirror the gains of the stock market while protecting your cash value from market downturns.


Whether you're starting fresh or want a second opinion, we can review your current life insurance portfolio to ensure it aligns with your financial goals.
Remember Life Insurance Companies offer more than just Life Insurance. They specialize in products for while you are living too. We only work with the top rated carriers in the industry.

 

Looking ahead? We help you plan wisely for the future with college savings strategies and retirement planning solutions tailored to your needs — so you can support your family and enjoy your next chapter with confidence.

What We Do:

Tax Return Reviews, Reduction, CPA Collaboration & Strategic Planning

Real Estate Tax Solutions

Asset & Lifestyle Protection

Life Insurance (Term w/Living Benefits & Permanent Cash Value Whole & Index Universal Life) Offerings & Porfolio Reviews

College Savings Strategies

Retirement Planning

Estate & Legacy Planning

Wealth Creation & Growth Strategies

 

You don’t have to be wealthy to start building wealth — just ready to plan smarter. Let us help you keep more, protect more, and build more for the future you deserve.

 

According to a report by the National Financial Educators Council, the lack of financial literacy cost Americans an estimated total of $388 billion in 2023. 
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Why Work With Us?

Insurance Plans that Meet Your Family's Needs

Your situation is one of a kind. That’s why we'll take the time to get to know you—so you get the coverage and support that truly fit your lifestyle.