Montini & Co Tax Advisory Group - Retirement Planning
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Eliminate your debt while creating a tax-free retirement income.

There is nothing wrong with some debt.  Maybe it is medical school debt, a second mortgage, or student loans.  Our strategy will eliminate your debt while simultaneously creating tax-free retirement income.

Let's get started

Debt-Free&Retirement Income

Here's how we do it.
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Min Payment&Redirect

Minimum payment is made on existing loan with additional funds allocated to a tax-free retirement vehicle.
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Debt-Free&Grow

After a period of time (10 years) your debt is paid off through a policy loan, while the account continues to grow with no additional premiums needed. 
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Convert&Live

At retirement age, your cash value is converted into a tax-free income that will last the rest of your life.

I want to be more strategic with my Debt
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480-428-8005

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11811 N Tatum Blvd #1090
Phoenix, Az  85028

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Investment advisory services are offered through Foundations Investment Advisors, LLC and is a SEC registered investment adviser.