Tax-Efficient Retirement Planning
Retirement planning involves more than just saving—it’s about smart tax strategies. We help you structure your savings to minimize tax exposure while maximizing income, so you keep more of what you’ve earned.
No unrealistic guarantees – Just proven strategies tailored to your situation.
IRS-compliant methods – We work within legal frameworks to optimize your retirement.
Let’s build a plan that fits your goals.
Our Mission
We educate and guide families on smart investing principles, helping them create a retirement plan that aligns with their long-term vision—without hype or false promises
Plan with Confidence
🔹 "What will your retirement spending look like?"
🔹 "How can taxes impact your income?"
We help you project your future needs and explore tax-efficient income strategies—so you’re prepared, not surprised.
Tax-Advantaged Retirement Strategies
Discover how tax-free retirement income solutions (like Roth IRAs or municipal bonds) can play a role in your long-term plan.
⚠️ Important: Tax laws vary, and individual results depend on multiple factors. Consult a financial advisor for personalized advice.
Contact:
417-849-5003
Address:
Phillip White,
DBA Retirement Logistics
1750 E Republic Road,Suite 101
Springfield, MO 65804
Email:
