A quick conversation with Dynamic Wealth Strategies to see if your retirement income, taxes, and investments are actually working together. No pitch. No pressure.
What You'll Get on the Call
Adam Tau will walk you through three specific things most pre-retirees are missing, using your numbers, not a hypothetical.
We look at how your retirement paycheck will actually be built: Social Security, pensions, withdrawals, and any other income. You'll see which years look strong and which years are at risk.
Most plans miss simple tax moves like Roth conversions, asset location, and withdrawal order. We'll flag the biggest tax leaks in your current plan and tell you if they're worth acting on.
If we can help, we'll tell you how. If your plan is already solid, or we're not the right firm for you, we'll say that too. You'll leave the call with clarity either way.
How It Works
Fill out the short form below with your name, email, and mobile number. Takes about 30 seconds.
On the next page, you'll see Adam Tau's calendar. Choose a 30-minute slot that works for you, by phone or Zoom.
Show up, ask anything, and leave the call with a clearer picture of where your plan stands and what to do next.
Enter your details and we'll take you to Adam Tau's calendar to book your call.
Adam Tau left a Fortune 100 financial services firm to build Dynamic Wealth Strategies with his wife Rebecca Miller. They work with pre-retirees and retirees who want a personalized plan, not a cookie-cutter recommendation. The firm serves clients from two offices: Palm Beach Gardens, Florida and Jersey City, New Jersey.
Dynamic Wealth Strategies is an independent advisory and insurance practice. Investment advisory services are offered through AE Wealth Management, LLC, a Registered Investment Adviser. Every call starts with listening. If we're the right fit, we'll tell you. If we're not, we'll tell you that too.
Dynamic Wealth Strategies
800 Village Square Crossing, Suite 220
Palm Beach Gardens, FL 33410
Phone: (646) 838-0161
Dynamic Wealth Strategies
101 Hudson Street, 21st Floor
Jersey City, NJ 07302
Phone: (646) 838-0161
Book a 30-minute call with Adam Tau. Free. No pressure. Just answers.
Book My Call