Founded by John V. Martin, Tax Free Retirement Specialist is a financial advisory firm focused on helping clients protect their retirement savings from taxes and market volatility. The company specializes in creating personalized retirement plans using specific financial instruments, primarily Life Insurance Retirement Plans (LIRPs) through Indexed Universal Life (IUL) insurance policies, as well as Roth IRAs and Roth 401(k)s. Their mission is to educate clients on these strategies to help them achieve a secure and tax-free retirement. The firm operates as a "doing business as" (DBA) name, with its advisory services offered through an association with a registered investment adviser.

Founded in

United States