Tim Taylor
thewingategroupks.tim@gmail.com
As a Certified financial coach and R&D Tax Credit consultant for nearly 40 years, I have been an advocate for American taxpayers, educating small to medium size businesses as well as individuals by using the IRS tax codes on how to live a tax-exempt life. We "FIND MONEY"...their money.
We take a holistic approach by using some of the oldest strategies known to turn tax-deferred money into tax-free money helping American taxpayers to get out of debt and build wealth faster.
I live in the Midwest with my beautiful wife Kris and we have 4 beautiful daughters. We now have 9 grandchildren added to our family! We are active in our church, and we love the many outdoor activities our area has to offer as well as time with family and friends. When I am not working or playing with the grandchildren (My Superhero name is Papa). I love to hunt and go shooting.
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Jared Brett Wingate offers products and services using the following business names: The Wingate Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments. AIC is not affiliated with The Wingate Group or any other entity mentioned herein.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 22392 - 2022/11/2
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
The Wingate Group does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.