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Timothy Bogert on PBS The Facts About Income Tax Special Planning Exit Strategies of the Rich and Famous

Understanding Today's Financial Environment

Welcome, I’m Timothy Bogert, a financial advisor in Southfield, MI. I have practiced values-based financial planning for over 35 years. When people ask me what I do, I explain that I am in the financial services business with a distinct approach in that I help people FIND MONEY they are currently losing unknowingly and unnecessarily. Find out why my clients consider me to be the antidote to conventional financial thinking.

-Ask yourself-

If what you thought to be true, turned out not to be true, when would you want to know?

 

Tax Minimization Planning

Learn strategies to minimize financial strain due to taxes

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Special Needs Planning

Families that have kids with special needs, need to do special planning

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Retirement Plans do two things; they postpone the tax and the tax calculation. What’s your exit strategy?

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