Dave has been in the estate planning and insurance businessfor over 25 years. His expertise allows him to design tax-free streams of income for his clients while reducing taxes on social security benefits. His designs keep his client’s money safe from the inevitable downturns of the market. These strategies are particularly powerful when used in combination of family estate planning.
801.709,3535
info@k2businessgroup.com
2901 Bluegrass Blvd. Suite #200
Lehi, Utah 84043
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