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Beige - True Classic Wealth
Retirement Planning - Your future dreams starts here
Retirement Planning - Protect your income
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Retirement planning is a journey of 1,000 miles, and it all starts with the first step. We can help you design a strategy that allows you to take control of your future!

IT'S NEVER
TOO EARLY
TO START
THINKING
ABOUT

RETIREMENT

IT'S NEVER TOO EARLY TO
START THINKING ABOUT

Beige too - True Classic Wealth
Roadmap to retirement

STEP 1: DISCOVERY

Let's hit the road and discover what you want! What type of lifestyle do you want today, tomorrow, and after retirement?

STEP 2: STRATEGY

We will create a custom wealth strategy. The plan changes with you and always keeps you on course to building and preserving more wealth.

STEP 3: IMPLEMENTATION

We'll take a look at your existing financial situation and discuss different ways you can achieve your short and long-term financial goals.

STEP 4: TUNE-UP

We will continually review your plan, meet with you to discuss your plan's progress, and assist with any changes.

Discovery - Your retirement
Strategy - Your retirement
Tune-up - Your retirement
Implementation - Your retirement

Have you ever taken a road trip to a popular location? While you might be joined by many others, your journey, and all its pit stops, is always different. The same goes for retirement. Use this guide to safely get to your destination!

Roadmap to Retirement
Roadment to income protection - retirement

OUTSTANDING
SOLUTIONS.
CLASSIC
RESULTS.

Planning for retirement income can be challenging. As an independent agency, we have access to many different types of products that can help you reach your retirement goals.

We think of retirement planning as a classic car: it deserves special attention, but it still needs the basics, too. All four wheels must be balanced, topped off with air, and rolling in the right direction. Once that's covered, all you gotta do is enjoy the smooth, beautiful ride!

INCOME PLANNING

We offer budgetary and income strategies to enhance, track, and adapt retirement income solutions.

We offer budgetary and income strategies to enhance, track, and adapt retirement income solutions.

INVESTMENT

Count with a complete series of model portfolios created to empower you with the highest probability of investment success, while helping to protect your investments.

Count with a complete series of model portfolios created to empower you with the highest probability of investment success, while helping to protect your investments.

TAXATION

Receive advanced tax forecasting and analysis, and filing services through our network of tax professionals, including top tax software that helps maximize.

Receive advanced tax forecasting and analysis, and filing services through our network of tax professionals, including top tax software that helps maximize.

ESTATE PLANNING

Encompasses a wide range of factors, including wills, trusts, family corporations or partnerships, beneficiaries, property ownership, powers of attorney, and specific final arrangements for an estate or business.

Encompasses a wide range of factors, including wills, trusts, family corporations or partnerships, beneficiaries, property ownership, powers of attorney, and specific final arrangements for an estate or business.

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June 2024 Magazine Cover
Our Hometown magazine - True Classic Wealth

Your monthly stop to catch your breath, re-energize, and grab some seriously game-changing tips for the road.

Older man driving
Concierge program - True Classic Wealth

Keep winning out there, but first check out other great services that can help you score in many other areas of life.

Helping animal shelters
We give back to our community - hope

A Paws-itively Powerful Purpose

Many around us are having a hard time on the road of life. We can bring them hope through your referrals.

WEALTH
ADVISORS AT

YOUR SERVICE

We take our commitment to you personally, treating each and every portfolio as if it were our own. We offer always honest, unbiased input as to what the best retirement strategy is for you, and will do everything in our power to make sure that you feel like you have a "financial concierge" at your fingertips...Because now you do!

Tony DeSantis 

Untaxed Retirement Specialist

AN INTRO to True Classic Wealth. Here, we believe you deserve top-quality service, period!

Tony DeSantis
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