Kubis Financial Group Launches Innovative Tax Leveraged Retirement Planning Solutions

Racine, Wisconsin–(Newsfile Corp. – April 13, 2023) – Kubis Financial Group, a trusted financial advisory firm, announces the launch of their team’s tax leveraged retirement planning solutions. The company offers a comprehensive retirement income plan that addresses income planning, social security, Medicare, tax strategies, conversion strategies, and investment management, catering to pre-retirees, corporate executives, and business owners.

According to Richard Kubis, the founder and CEO of Kubis Financial Group, “Retirement income planning has some very innovative strategies that go beyond the traditional rules of income planning in retirement. We are dedicated to providing our clients with a clear and understandable path forward when it comes to retirement income planning.”

With the recent changes in the industry, including the Secure Act, pending tax law changes (2025), conversion strategies, and effective plans for managing taxes in retirement, the Kubis Financial Group’s team stands out by providing comprehensive tax efficient retirement income planning, with specific attention to risk and predictable retirement income with minimal market participation. Retirement income planning with asset management is all the company does, focusing solely on retirement income planning.

“We are not a ‘jack of all trades.’ We believe in providing knowledge-based solutions, not obstacles and confusion,” added Kubis.

Kubis Financial Group is targeting individuals who could benefit the most from having an open mind to new ideas and concepts. The company is also providing online links to retirement experts, such as nationally syndicated author Tom Hegna, so potential clients can view retirement modules and concepts in their own space and time. Kubis Financial Group welcomes people seriously interested in a no-nonsense approach to retirement income planning.

For more information about Kubis Financial Group and its tax-free retirement planning solutions, visit the company’s website at https://kubisfinancialgroup.com, or follow them on Facebook and LinkedIn.

Media Contact:
Richard Kubis, AAMS,
Kubis Financial Group,
262.898.2140
rkubis@kubisgroup.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Kubis Financial Group are not affiliated.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/158722

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