21st Century Wealth Beyond Taxes has been featured in over 500+ media outlets including:
CREATE A MORE SECURE AND TAX-FREE INCOME FOR THE FUTURE LIFESTYLE OF YOUR DREAMS
Hi, I am Nancy Hite, CFP®️ & AIF®️
If you are a healthcare professional, dental professional, nurses, veterinarian, or business owner, and want to discover new ways to:
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Help protect your income and assets from rising taxation
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Learn how to protect your large 401(k) or large IRA
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Learn how to participate in the stock market rise and have a level of protection when the stock market declines
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Free up cash flow now
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Create more secure and tax-free income for the lifestyle of your dreams
I'd like to give you a complimentary copy of my new book:
21st Century Wealth Beyond Taxes: How Healthcare Professionals, Veterinarians, Dental Professionals, Nurses, and Business Owners Are Using the Tax Code to Their Advantage to Create A More Confident Future Financial Lifestyle
Together we will explore the opportunities for lifetime income, growth, and sophisticated financial planning strategies for successful Americans, focusing on tax efficiency.
Frequently asked questions
Here are a few answers to our most common questions
What if I already have a financial advisor?
That’s GREAT! I look forward to being an added resource. I HAVE BEEN DOING THIS FOR A LONG TIME, AND I WANT TO GIVE YOU THE GIFT OF KNOWLEDGE and TRAINING WHEN IT COMES TO YOUR FINANCES TO IMPROVE YOUR STANDARD OF LIVING. I look forward to helping clients find strategies to reduce debt and taxes to free up more spendable income to support their current lifestyle and the lifestyle of their dreams. So even if you already have a financial advisor, I still invite you to schedule your 15-minute phone call to give you additional insights and perspectives that they likely are unaware of. I am here to help you by introducing tax-free income and distribution strategies.
What are you trying to sell?
First, I am not a salesperson. I am a highly trained Certified Financial Planner and Fiduciary. As a Fiduciary, I aim to empower you with the correct information.
My goal is to increase your success by increasing your savings, earnings, and social security benefits.
Is there a fee?
I believe that everyone should have the opportunity to see if they can improve their financial position without any up-front costs or charges. This 15-minute call is a no-obligation call to say hi, and see whether I can be a resource for you, either now or in the future.
I'm about to retire. Is this for me?
Absolutely. I have found that most people do a pretty good job at saving for retirement but may not have a full plan for what to do with those accounts after retirement. I help retirees minimize the taxes that they will owe on their incomes - especially when accounting for social security and required minimum distributions on their IRA and 401k accounts.
What if I already have a CPA?
I look forward to working with your CPA. I'm not a CPA and am not looking to replace them. CPAs are recorders of history. Instead, I focus on the impact of taxes and debt on not only current income and investments, but how to strategically minimize taxes, reduce debt, and create more spendable income for you and your family in the years to come.
I'm a W-2 employee. Is this for me?
Absolutely. I work with W-2 employees, 1099 Contractors, as well as Business Owners.
I'm in between jobs. Is this for me?
Possibly. I often work with individuals that are in between jobs to assist them with knowing what do do with their retirement benefits and existing accounts. If that describes you then YES!
Do you have any references?
Yes, I have plenty of references. Due to financial regulations, I'm not able to provide them online, but I can provide them to you at the appropriate time.
Nancy J. Hite is the founder of The Strategic Wealth Advisor® LLC, located in Boca Raton, Florida. Much of her firm’s client base is composed of people aged 40 and over, who’ve worked as business professionals, medical professionals or small to midsize business owners, and have investment portfolios and are concerned about future income.
She is a fiduciary and holds the Certified Financial Planner (CFP) and Accredited Investment Fiduciary (AIF) designations. She is also the author of the book The Retirement Mirage, previously Top Ranked Book on Amazon in February 2021 in the Retirement Planning Category.
© 2022 21st Century Wealth Beyond Taxes
The Strategic Wealth Advisor®
1200 N. Federal Hwy Ste. 200
Boca Raton, FL 33432
Phone: (561) 997-8800
Email: nhite@thestrategicwealthadvisor.com
www.thestrategicwealthadvisor.com
Securities and investment advisory services are offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of RAA. RAA does not provide tax or legal advice. Neither Royal Alliance Associates, Inc. nor its representatives offer tax or legal advice.
Any political opinions expressed are for general information only and are not necessarily the opinion of RAA.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. This communication is strictly intended for individuals residing in the states of FL, MA,IL,NY,MD,NJ, NC, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.
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