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Meet Your Independently Licensed Tax-Free Trust Advisors

Rescue Your Retirement from RMDs and Protect Your Legacy with your complimentary Tax-Free Trust Planning Strategy Session.

Independent Tax-Free Trust Advisors

The Licensed Tax-Free Trust Advisors listed on this site are Independently Licensed Financial Professionals,
each who operate their own independent financial service business. Clients may find this independence a desirable advantage.

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Brian Fisher

Licensed Tax-Free Trust Advisor
Nashville

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Jim Fisher

Managing Director
Texas

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Marcus Washington

Licensed Tax-Free Trust Advisor
Texas

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Matthew Swinford

Licensed Tax-Free Trust Advisor
Florida

Mike Milligan

Licensed Tax-Free Trust Advisor
Virginia

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Seth Frantz

Licensed Tax-Free Trust Advisor
Michigan

Zayshieg Wikoff

Case Admin Specialist
Florida

headshot_brian

Brian Fisher

Licensed Tax-Free Trust Advisor
Nashville

Jim_Fisher_Website_Jucebox-1

Jim Fisher

Managing Director
Nashville

client-headshot-marcus-w-1.jpeg

Marcus Washington

Licensed Tax-Free Trust Advisor
Texas

client-headshot-matthew-s.jpeg

Matthew Swinford

Licensed Tax-Free Trust Advisor
Florida

Mike Milligan

Licensed Tax-Free Trust Advisor
Virginia

Jucebox-Headshots-1.jpg

Seth Frantz

Licensed Tax-Free Trust Advisor
Michigan

Zayshieg Wikoff

Case Admin Specialist
Florida

Do You Qualify For The Tax-Free Trust Plan?

By pre-qualifying, you are not committing to anything. This form simply provides our Licensed Tax-Free Trust Advisors the information they need to diagnose your retirement outlook and provide the best solution for you to pass on the most amount to your heirs possible.

Click Here To See If You Qualify
For educational and informational purposes only. Tax-Free Trust Plan does not provide tax, legal, accounting, investment, or financial advice.

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All research, case studies, charts, and related content (“website content”) strictly refer to insurance products offered by a state-licensed agent. This website content does not constitute an offer to buy, sell, or exchange securities and should not be the sole basis for financial decisions.
Tax-Free Trust Plan advertisements may reference indexed annuities, indexed universal life insurance, and other insurance-based strategies. Any guarantees mentioned are subject to theclaims-paying ability of the underwriting insurance company.
Discussions in this advertisement are general in nature, based on various assumptions, and do not guarantee future performance. The appropriate type and amount of insurance depend on individual circumstances, financial situation, and needs.
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Individuals should seek consultation with a qualified financial professional before making decisions about any recommended product.
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