If you are retired or nearing retirement, your priorities change. Instead of accumulating money, the focus shifts to protecting your nest egg, making it last, and being able to leave a legacy for your children and grandchildren.
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​You and your spouse are invited to join our dinner event for an exclusive and interactive discussion. You will learn about important changes and the latest strategies to reduce taxes and protect and preserve your valuable assets for retirement and for the important people in your life.
Wills vs. Trusts, understanding probate
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How to create tax-free income in retirement
How to protect your retirement dollars in these trying times
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How to protect your assets from long-term care and nursing home expenses
How to identify and eliminate your biggest financial risks
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How powers of attorney can avoid government control
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How to diversify your portfolio with alternative investments​
How to maximize your Social Security benefits
Borger Capital Group, LLC, is a financial strategy firm based out of Wausau, Wisconsin. We pride ourselves on being industry leaders in estate planning and asset protection and on being able to deliver the best financial advice available to every client. Borger Capital Group was founded with the purpose and intent to be a "one-stop shop" for all your financial needs. We have over 85 different partners across the United States allowing us to completely customize and individualize each client's financial plan.
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Our company has a team of highly ethical and professional financial advisors who are equipped with the knowledge to best serve our clients' needs. We believe in approaching every client with the mindset of giving them the same level of care we would give to our own families. We understand that every situation is different, so we believe in taking a very individualized approach to your financial plan.
Join us for dinner!
February 27th at 6pm
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