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Cornerstone Financial Group

  • Shingle Springs / Rocklin: (530) 672-1703
  • Benicia: (707) 297-6954
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  2. Income Tax Reduction Analysis

Income Tax Reduction Analysis

Tax rates have changed as of 2018 for the next 7 years thereafter.  Your personal tax situation will be reviewed and calculations will be done to ensure the following: How to generate tax-efficient income in retirement, reducing federal income taxes on your investments through applying various investment strategies, which will include coordinating income with Social Security benefits to determine whether taxes can be reduced. 

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Shingle Springs Branch
(530) 672-1703
4260 Mother Lode Drive, Ste. 4
Shingle Springs, CA 95682
Benicia Branch
(707) 297-6954
555 First Street, Ste. 303
Benicia, CA 94510
Rocklin Branch
(530) 672-1703
6518 Lonetree Boulevard
Rocklin CA 95765

Craig Watkins is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Cornerstone Financial Group is not affiliated with USA Financial Securities. CA License # 0591010

Craig Watkins is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: (Craig: AZ; CA; GA; NV; OR) For investment advisory services these states include: (Craig- AZ; CA; MT; NV; OR; PA; WA). Clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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