WMGNA, LLC was founded in 1995, as a “one-stop” financial management firm specializing in tax optimization strategies with on-going financial planning to maximize our client’s wealth. In August of 2020, in coordination with our 25th year anniversary, WMGNA rebranded its message to Tax-Out Financial Solutions™ to better match what we do. We all know too well that taxes are a fact of life, however, it is an area overlooked by most financial advisors. We have a saying, “Your taxes affect everything you do, and everything you do affects your taxes.” Most tax professionals do an excellent job with tax preparation. However, opportunities to realize savings in taxes and financial expenses can be overlooked during tax preparation time. Working in concert with your tax preparer and armed with an understanding of your financial and tax circumstances, we construct strategies to reveal immediate efficiencies and savings. WMGNA’s tax-out approach ensures that our client’s financial solutions are in continuous alignment with their life situation and goals…now and into the future! Disclosure – Securities offered through Triad Advisors, Member FINRA/SIPC. Advisory services offered through WMGNA, LLC, a Registered Investment Adviser. WMGNA and Triad Advisors are separate and unrelated companies. Disclosure – Securities offered through Triad Advisors, LLC. (Triad), Member FINRA/SIPC. Advisory services offered through Wealth Management Group of North America, LLC (WMGNA), a Registered Investment Adviser. WMGNA and Triad are separate and unrelated companies.