INNOVATIVE FINANCIAL STRATEGIES
502-907-1299
OUR VISION AT TAP WEALTH SOLUTIONS
At TAP Wealth Solutions, we develop INNOVATIVE strategies that offer you the protection of life insurance, the opportunity to create tax-free retirement income, protection against downside market risk and leave behind a legacy.
Customizable Financial Plan
Having worked hard over the years to establish financial security, it is important to continue that path as you plan for retirement. Yet while there are many ways to look at retirement planning, not all of them may be the best option for you moving forward. Here at TAP Wealth Solutions, we use our years of experience in insurance, investments, and more to develop cutting-edge financial strategies. From helping you get the life insurance policy you need to ensure your family will always be protected financially, exploring opportunities to create retirement incomes that are tax-free, and helping you develop a financial plan that will protect your money from market risks that are always present in today's economy, you can count on our highly-skilled professionals here at TAP Wealth Solutions to customize a plan that will do this and much more.
Premium Clients
Since our insurance and investment strategies are focused on high net worth clients, we put our knowledge to work for everyone from business owners, corporate executives, and families to individuals who possess a typical net worth of at least $5 million. But as we know here at TAP Wealth Solutions, the insurance and investment needs of high income clients can vary greatly from those who typically shop for traditional life insurance policies. As a result, we specialize in state-of-the-art financial strategies that not only protect what matters most to you, but also set the stage for letting you leave behind the legacy you have always envisioned.
Extensive Offerings
Here at TAP Wealth Solutions, we know you only want to work with the very best insurance and investment experts. To make this a reality, we have partnered with some of the largest independent marketing organizations and brokerage general agencies in the United States. Doing so allows us to offer our clients far more innovative strategies than many similar investment consulting firms.
LEVERAGE YOUR WEALTH.
MAXIMIZE YOUR LEGACY.
No matter your short and long-term goals, we at TAP Wealth Solutions can work closely with you to develop a sound financial plan. Giving each of our clients the same top-level service we would want for ourselves, you can be sure the advice we provide you is carefully thought-out and is aimed at giving you excellent results. If you're ready to discuss your investment and insurance needs with the industry's best, rely on us here at TAP Wealth Solutions.
Contact Us
502-907-1299
