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    Tax Minimization Strategies

    Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

    Investing in or purchasing a tax-deferred vehicle means your money can compound interest for years, free from income taxes, potentially allowing it to earn interest at a faster rate. Few financial vehicles avoid taxes altogether. Insurance products only allow you to defer paying them until retirement — when you may be in a lower tax bracket.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.
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    "Building Your Fiscal House To Weather The Elements"


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    We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives.

    Mark Arola holds California insurance license No. 0D69128. Arola Associates Financial & Insurance Agency is a business holding California license No. 0i72722.

    The "10 Things to Know About Planning Your Retirement Income" Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance products in the future.

    Guarantees and protections provided by insurance products including annuities are backed by the financial strength and claims-paying ability of the issuing insurer.

    CA License # 0D69128

    Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor