No one plans to fail. Many fail to plan. The results are the same.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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We Are Here For You

Tax & Money Strategies, LLC, provides clients a wide range of financial planning, estate planning, investing and insurance services. Our activities are client driven; each person,family or company is different and has a different situation to deal with. We strive to understand those differences and come up with a plan tailored to your situation.

This Web Site is for the convenience of our clients and others who wish to be able to access information and calculators to assist them in considering their financial situation. While there is no substitute for the personal assistance of a professional financial planner this site will answer many questions you might have. You can also follow your portfolio on this site.

Your Road-Map To Endless Horizons

Tax & Money Strategies, LLC is always available to you when you need professional planning assistance, a formal financial plan, mutual funds, retirement programs, life insurance and health insurance, and living trusts, capital gains bypass trusts, or wealth replacement trusts. We also design asset protection programs for those professionals or landlords who are in danger of being sued in this highly litigious society that we live in. (Please read the disclaimer at the bottom of this page.)

If you find this site useful please refer it to your friends. It is easy to do, just go to 'Other Resources' on the left of the screen and click on 'refer this site'.

"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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The information on this site is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary, therefore, the information should be relied upon only when coordinated with individual professional advice.