Ask The Pros

Greco & O'Neal Wealth Strategies partners with businesses and individuals like yourself while collaborating with your CPA and attorney to maximize tax efficiencies through sound estate and business planning. We are here to assist you. Straight talk, using real world examples, not technical financial jargon. Don’t face the unknown without fully understanding all your options. We have the answers to the tough questions such as:

  • Can my IRA/401K be taxed twice?
  • How can I reduce or eliminate capital gains and estate taxes?
  • How can I protect my estate from my children’s divorce, bankruptcy and creditors?
  • What methods work best to protect my assets from a nursing home?
  • What are the differences in life insurance policies?
  • How can I protect my assets from a serious illness or disability requiring long-term care?
  • What benefits do annuities provide to estate planning?
  • How can I give more to my charities without having to write a check?
  • Can my life insurance could be worth a lot to me today if I am over 70?
  • As a business owner, what pension plan, business continuation, buy/sell and deferred compensation plan is best for my company?

Do you have a question? Send it to us. The experts at Greco & O'Neal Wealth Strategies will gladly provide you with the answers best suited to meet your retirement and estate planning needs.

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Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Greco & O'Neal Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Auto and home insurance is offered by unaffiliated insurers. Some Health insurance products offered by unaffiliated insurers.

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