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How To Prepare Yourself for a Potential Tax Storm

During this event, we will reveal techniques and strategies to help you preserve your retirement income and potentially maximize your Social Security. Best of all, you will leave armed with powerful information to stay tax efficient in retirement.

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At this educational event, we will be covering...

The most common Social Security mistakes

How your health impacts your wealth

Considerations when choosing a Medicare plan

How to navigate volatile market conditions

And so much more!


Is This The Webinar For Me?

We know that retirement isn't just about your money, it's about your life. Our team of retirement planning specialists understand just how complex your life and financial situations can be, and we are here to help you continue your financial education. This is an education only event best suited for those with $300,000+ of investable assets, and should not be considered a recommendation of any particular product, security or strategy, and should not be considered tax or legal advice.

Register for our next event Now! 

Meet Your Host

Tim Doehrmann, CFP®

Tim Doehrmann is a Fee-Only CERTIFIED FINANCIAL PLANNER™ in Morton, IL and his goal is to ensure clients are prepared for retirement!Tim’s career in financial services began as an intern at a commodity brokerage firm in Bloomington, Illinois. He completed his internship there and graduated magna cum laude with a Bachelor of Science degree from Illinois State University. He then became a licensed financial advisor in 2002.Before founding his own wealth management firm, Tim was also the founder, owner and president of Tim’s Ace Hardware/Interiors Roecker’s in Peoria, IL.Tim has spent time as a real estate broker in Lake Ozark, MO and previously served as a member of the Illinois Air National Guard, later becoming a veteran of Operation Iraqi Freedom and Operation Enduring Freedom (honorably discharged in 2005).

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