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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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David Hohl

Licensed Tax-Free Trust Advisor
North Carolina & Tennessee

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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

About Retirement Consultants

The Retirement Consultants 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. Tax-Free Trust Plan holds no liability for any actions, advice, or recommendations given by this financial professional or any decisions made by a client in conjunction with this financial professional. For more information, please refer to the terms of use.

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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Tax-Free Trust Plan is a marketing website designed to educate consumers. It does not make product recommendations. Prospects who opt-in for more information may be referred to a state-licensed insurance agent who has paid a fee to receive the referral information. These independent agents are not employees of Tax-Free Trust Plan and may recommend products over which Tax-Free Trust Plan has no control
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.
This advertisement is not a formal illustration of any specific life insurance policy or annuity. Terms and conditions of life insurance products are subject to change by the issuing insurer.
Individuals should seek consultation with a qualified financial professional before making decisions about any recommended product.
For additional information, please review the Terms of Use and Important Disclaimers on this website.
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