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Firefighter Retirement
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Intergenerational Wealth Transfer
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Learn how we can help your financial planning by identifying tax advantages.

Guidance and strategies to help fulfill your vision for the future.

Trust & Estate Planning Strategies

Guidance and strategies to help fulfill your vision for the future.
Personal giving strategies that compliment your passions and purpose.

Strategic Philanthropy & Grantmaking

Personal giving strategies that compliment your passions and purpose.
Tax Planning, Withdrawls, and Rollover Services.

Deferred Retirement Option Plan (DROP)

Tax Planning, Withdrawls, and Rollover Services.
Understanding your investment options.

401K Deferred Compensation

Understanding your investment options.

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2535 Truxtun Road, Suite 207
San Diego, CA 92106
Email: info@aftertaxwealth.com
Phone: (619) 365-4596
Fax: (619) 330-4900

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The financial consultants of After-Tax Wealth Management are registered representatives with, and offer securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC OR Registered representatives with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
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