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Tax Shelter America |
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Your Partners in Income Tax & Retirement Planning. |
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WELCOME...
Tax Shelter America was founded in 2001 as an Independent Investment Advisory Firm specializing in employee benefit retirement plans. With a combined staff experience of over 50 years, Tax Shelter America has committed itself to the unique needs of the working and retired investor. We are able to provide our clients with a wide array of investment opportunities. We design portfolios specific to the clients’ individual needs and pride ourselves on the personal relations held with all of our clients.
Our focus has always been, and continues to be, the retirement plans for educational and governmental agencies. We specialize in the implementation and advisory services of the 403b, 403b7, 457, and 401a plans. Tax Shelter America is independent from the mutual funds and insurance companies that we represent, and, together, we can select products tailored to meet your specific financial goals.
TWO OFFICE LOCATIONS:
Tax Shelter America Tax Shelter America
2555 Nursery Road, STE 104 1020 Webster Avenue
Clearwater, FL 33764 Orlando, FL 32804
Phone 727.536.8668 Phone 407.641.0902
Fax 727.536.8662 Fax 407.386.6256
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Due to various state regulations and registration requirements concerning the dissemination of information on specific investments. GWN Securities, Inc. and their agents must be registered prior to dissemination. This site is intended for information purposes only and further discussions will require prior compliance with state regulations and registration requirements.
*Any links provided on this site are intended for general reference and educational purposes only. GWN Securities, Inc. and their representatives are not responsible for the content of the third party information. |
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All securities offered through GWN Securities, Inc. Member NASD/SIPC. 11440 Jog Road, Palm Beach Gardens, FL 33418. Phone 561.472.2700
Tax Shelter America is not affiliated with GWN Securities, Inc. |
