Commoncents
story continued from page 1 you. Our Team of Wealth Advisors have over 5 decades of combined experience in the Financial Industry. Over the years we’ve had the pleasure of helping our clients navigate the many facets of their financial lives. Being an independent firm has always enabled us to give our clients the best possible solutions for their needs. The Advisors Cheryl McCarthy Cheryl has 30 years of experience in the Financial Services industry, currently holding Series 63 and Series 65 registrations with the Financial Industry Regulatory Authority (FINRA). She also maintains her Florida State Life, Health, and Variable Annuity licenses. Customer satisfaction is a priority for Cheryl as she believes each family deserves the personal attention she would hope to have for her own family. Cheryl and her husband Harry moved to Florida in 1988 from their hometown in South Jersey and together they have three children and four grandchildren, with whom they enjoy spending as much time as possible outdoors.
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Cheryl also enjoys singing and supports music and art projects whenever possible. Michael Pautauros, CRPC® Mike is a University of South Florida graduate and has spent nearly 20 years as a financial professional. Throughout that time, he has worked with leading investment firms, gaining first-hand experience. As a committed individual to lifelong learning, he holds the following licenses: Series 66, Series 31, FL 215, FL 220 and is a CRPC® Designee. Mike believes in delivering successful wealth management solutions that will help clients build a legacy. For the past sixteen years, he’s guided many clients toward longterm success, stability and helped them navigate the often-choppy waters of the financial world. Mike specializes in supporting small business owners who are ready to reach their fullest potential. Mike and his family moved from Long Island, NY, to Port Richey, FL, in 1986 and have lived here ever since. Today, when he’s not strategizing with business clients on keeping more of the money they worked so hard for, you will find him spending time with
his incredible wife and two amazing daughters. Advisors with a Unique Outlook and even better Solutions Our Approach Find the problem, fix the problem. It doesn’t get any simpler than that. Our focus is on your biggest hurdles. We’ve aligned ourselves with the best tax and legal professionals that allows us to offer exceptional value. One such example comes to mind: Last year we worked closely with one of our client’s CPAs where we were able to save him over $700k in capital gains tax. This in turn allowed him to have the liquidity he needed so he could keep his competitive advantage to prosper in the new year. Let’s take a look at how we’ve helped some of our other clients:
Doctor-Prenuer
Our 50 year-old doctor out of California struggles to keep most of the income he works so hard for. The more he makes the more he turns over to his silent partner – Uncle Sam. Due to his high-earnings, he has historically parted ways with 50% of his income. Our solution – Keep more of what you make and now and enjoy it later in
retirement. We created a tax-free income from age 65-100 and multiple millions of savings over his lifetime.
Agency Owner in FL
One of our favorite cases was a 56-year-old Independent Insurance Agency Owner in Florida. It’s favorable to run a business in Florida because we enjoy no state income taxes, however; due to our client’s high earnings he found himself forfeiting much of his income each year. Our solution - Create an alternative pension that will potentially provide $40,000 of tax-free income
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