Tax-Free Retirement is a comprehensive financial services company based in Gig Harbor, WA, specializing in income planning for retirement. With their turnkey, multi-media prospecting program, they position themselves as subject-matter experts on tax planning, offering a range of books and training workshops to help individuals navigate the complexities of retirement planning and maximize their financial stability.
Founded by Patrick Kelly, a renowned financial services veteran and best-selling author, Tax-Free Retirement has been delivering its client-first message to financial professionals for over a decade. With a focus on simple and sound principles, they aim to empower consumers to create a financially secure future by providing them with the knowledge and tools necessary to accumulate money that can be accessed tax-free.
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