Tax Saving Experts

Tax Preparers, Independent Insurance Agents, Retirement Programs Madera CA

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Welcome To Tax Saving Experts 
 
A tax and insurance agency specializing in retirement planning, life insurance, and tax saving maximization.

 

We provide seminars on retirement planning utilizing tax strategies to increase your 401k, 403b and IRA’s savings programs.

 

Programs designed on the benefits of using term life insurance tactics to lower insurance cost and increase savings.

 

Programs to take advantage of the benefits of annuities compared to CD’s, and much more!

 
 
 
 
Allen Stewart Sr.           
Tax license #A108115
Insurance license #0B69340
 
Agent for:
 

Allen is family man and believes in secure planning for his client’s future financial needs. He his committed 15 years to helping families secure their futures.

As a licensed tax preparer and insurance agent. He has providing retirement planning and tax strategy seminars throughout the San Joaquin Valley to help educated his community.
 
His education and licenses in tax preparation, insurance, and annuity planning, has giving him the knowledge to develop a unique program and ebook that helps his clients to:
 

   1. Save more money to put away for their--“golden years”,

 
   2. Immediately lower their taxes... putting more money back into their household.
 

This program is directly responsible for saving his clients on average, $3265.92 in taxes every year.

 
 
 
Frank E Edwards III
Insurance license #0675702
Tax License #A039443
 
 

Experience

Frank is about people. And in an age of impersonal business transactions and fleeting loyalties, Frank is proud of his commitment to personal service: a commitment he's honored for more than 30 years.

 

Frank as a Farmers agent has undergone a rigorous training program before he was able to sell his first policy.

 

Frank put his professional experience to work for his customers, helping to make sure you receive the coverage you want that is suited to your needs and the tax service you deserve. And he reviews your policies with you annually in a Farmers Friendly Review.

 

Additionally, the Farmers Companies are the third-largest insurer of homes and automobiles in the United States. It's a strong position to be in, and it enables us to provide the widest available range of insurance products and services for, well, everyone.

 

Community Involvement

Frank is proud to serve the neighborhoods in which he lives. And as a person, Frank has a longstanding tradition of community outreach and support. Retirement planning and tax strategy educational seminars throughout the San Joaquin Valley, Frank's community involvement is truly as diverse as his customers.

 

 
 

Subscribe to our free financial news letter and get the latest information on tax strategies to help you keep more money from the your uncle the IRS!

 

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