Reduce or eliminate taxes from your pre-tax 401k, 403B, and IRAs,
without eroding your account balances
Legally Divorce The IRS From Your Retirement Accounts
Protect your future income and family legacy.
We're looking forward to showing you how!
Your Trusted National Certified Fiduciary
Reggie Mares, a National Certified Fiduciary, provides expert financial guidance with the highest ethical standards. She prioritizes her clients' best interests in all financial matters.
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Welcome to TaxFreeWise!
At TaxFreeWise, we understand that while paying taxes is a civic duty, smart financial planning can help you optimize your tax strategies and keep more of your wealth in your pocket. As a Certified Financial Fiduciary, our mission is to empower our clients to leverage tax-favored and tax-advantaged financial products to secure their financial future.
Mark us as your gateway to a world of tax-efficient financial planning solutions designed to help you grow and protect your assets. We believe in educating our clients on the tax-advantaged options available to investors, enabling you to make informed decisions that align with your financial goals.
If you are experiencing significant life events such as:
Recently reaching retirement or are looking to retire
Getting married or separated
Receiving an inheritance and thinking of saving or reinvesting
Recently changing jobs and want to rollover or convert your 401k or 403b accounts to a Roth IRA
Receiving a significant promotion
Needing an asset-based long-term care option
Sold your business
Have become new parents
You've recently moved
You've sold stock and are simply looking for safer investments;
We are here to guide you through the intricacies of wealth navigation and planning. We aim to help you discover the most effective strategies for minimizing taxes and maximizing your financial resources.
Your financial success is our priority, and we are here to assist you every step of the way! Together, we can build a secure and tax-efficient future for you and your loved ones too.
DISCLAIMER:
Please note that while we offer valuable insights and suggestions, TaxFreeWise.com and Reggie Mares Financial Services Network does not provide tax, legal, or accounting advice. All materials and future consultations will be prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your tax, legal, and accounting advisors before engaging in any transaction. Tax laws are complex and subject to change.
Tax Traps In Retirement
Do you know these common tax traps and how increased tax risk will impact your family's net worth?
Future Tax Rate Risk
National debt is 34 trillion and growing, trillions in underfunded obligations like Medicare, Medicaid and Social Security.
The Tax Cuts and Jobs Act of 2017
They included sunset provisions that will cause them to expire at the stroke of midnight on January 1, 2026, unless Congress acts to extend them.
Widower's Tax
You or your spouse will be a future single filer with increasing RMD on all pre-tax accounts.
Tax Torpedo
85% of your social security is taxable if your provisional income is about $44,000 if filing joint and $34,000 if filing single. Forced RMDs can easily tip the scale!
Inherited IRAs
New Secure Act 2.0 requires non-spousal inherited IRAs to be spent down within 10 years. This includes inherited ROTH IRAs! Most beneficiaries will inherit accounts during their prime earning years potentially pushing them into much higher tax brackets.
Introducing Reggie Mares
The Certified Financial Fiduciary behind RMI Financial Services Network.
A fiduciary is defined as an individual who is ethically bound to act in another person’s best interest. Fiduciary financial advisors must avoid conflicts of interest and disclose any potential conflicts of interest to clients.
Industry Resources At
Your Fingertips
With over a decade of experience in financial planning, Reggie brings valuable insights and expertise to the table.
Recognized Professional
She has been featured in major media outlets like Fox, CBS Yahoo Finance, and ABC for her efforts to provide financial literacy to healthcare workers and first responders during the COVID-19 pandemic.
Personal Journey
Reggie’s commitment to lifelong
learning led her to seek guidance from top financial coaches and renowned
retirement planning experts such as
Tom Hegna.
Ready to get started?
Be Part of
Something Bigger
At RMI Financial Services Network, we believe everyone deserves a financially secure retirement and are dedicated to helping you minimize retirement taxes. Every service we offer is a step towards a worry-free and fulfilling retirement for our clients.
Our journey began with a mission to help people avoid excessive taxes during retirement. Witnessing countless individuals burdened by heavy taxes showed us the importance of providing smarter financial solutions. Our vision is a world where retirees can enjoy their savings without stress.
You can be part of this change by scheduling a consultation with us. Together, we can reduce the tax burden on retirees, ensuring a more financially secure and enjoyable retirement for everyone.
Be Part of
Something Bigger
At RMI Financial Services Network, we believe everyone deserves a financially secure retirement and are dedicated to helping you minimize retirement taxes. Every service we offer is a step towards a worry-free and fulfilling retirement for our clients.
Our journey began with a mission to help people avoid excessive taxes during retirement. Witnessing countless individuals burdened by heavy taxes showed us the importance of providing smarter financial solutions. Our vision is a world where retirees can enjoy their savings without stress.
You can be part of this change by scheduling a consultation with us. Together, we can reduce the tax burden on retirees, ensuring a more financially secure and enjoyable retirement for everyone.
A PersonalIzed Solution Made For you
With personalized solutions at every stage, RMI Financial Services Network ensures you have the guidance needed to achieve a financially secure and fulfilling retirement. Schedule a call today to discover how Reggie can help you make the most of your retirement savings.
TESTIMONIALS
What others are saying
"She is an honest person too. Thank you..."
Reggie is an amiable and kind person. She helped me personalize a specific planned financial guide for me. / would highly recommend her to more family and friends. She is an honest person too. Thank you, Reggie!
-A. Zagala, Mammographer
"She always ensures that you understand the terms"
Reggie is a hard-working person that you can trust. She always ensures that you understand the terms and takes the time to explain and answer all your questions. / would highly recommend her to friends and family.
- M. Bell, NPI Planner
"recommend her services to friends and family"
Reggie is an excellent benefits advisor taking all necessary steps to assist us in explaining benefits and diligently guiding us throughout the claims process. / highly recommend her services to friends and family.
- M. Villacisneros, Event Coordinator
Take The First Step Towards A Financially Secure And Tax-efficient Retirement
Schedule your free consultation with Reggie Mares today and discover how RMI Financial Services Network can help you achieve peace of mind and financial freedom.
Your information is safe and will never be sold.
Still Not Sure About Us?
Frequently Asked Questions
Are you a Fiduciary certified by the National Association of Certified Financial Fiduciaries?
Yes. As a CFF, we must agree to uphold the highest moral, ethical, and fiduciary service standards when providing advice to potential or existing clients.
Do we sell annuities and life insurance?
Yes. We are an independent annuity and insurance broker.
Do I send the funds or premium payments to you?
No. RMI Financial Services Network does not handle any monies. We facilitate all applications and sales. However, all funds are sent directly to the insurance company. Always.
Are we an insurance company?
No. We are an insurance agency and broker representing several insurance companies.
Is there a fee for our services?
No. Our services are at no cost. Instead, when we sell a policy, we earn a predetermined commission from the insurance company (not you).
Why would you buy an annuity or insurance policy from RMI Financial Services Network?
We have a large and pre-vetted selection of annuity and insurance carriers in the United States, which means you get access to the best products for your needs.
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