
Aif Alec Tuckman Chfc Crc
I am passionate about building strong, trust-worthy relationships with my clients and being known as an important part... | Los Angeles, California, United States
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Aif Alec Tuckman Chfc Crc’s Location Los Angeles, California, United States
Aif Alec Tuckman Chfc Crc’s Expertise I am passionate about building strong, trust-worthy relationships with my clients and being known as an important part of their financial success story. At Wealth Management Partners of Los Angeles, Inc, we have over 30+ years of experience in helping company executives spend more time doing the things they love, by turning their wealth and assets into income with customized Financial Plans and tax-free conversion strategies. As a Fiduciary and Financial Planning firm specializing in helping pre-retiree executives, we know that: ✔You are worried about tax law changes and how that will impact your income and legacy ✔You have a plan but it does not include tax-free conversion strategies ✔You have wealth but are worried about not having increasing income to fight inflation ✔You have an advisor, but they don’t understand the transitions you are trying to make ✔You want to create a legacy possibly through charitable giving ✔You want growth but want to find ways to reduce your correction risk Trying to manage your retirement plans and your future yourself is tiring and leaves room for error. Perhaps you already have a Financial Advisor, but you need an expert team of specialists. Our process allows you, as a company executive to: ✔ Get Expert Education From The Comfort Of Your Home or Office (Virtual Accommodations). ✔Develop a written plan that helps you ask and answer many financial questions ✔Create staged streams of increasing income that is not dependent on the fortunes of Wall Street ✔Learn how to get to the 0% Tax bracket, so when taxes increase, it could have little effect on your income and estate ✔Learn what true diversification is, and have some asset classes not commonly known by average advisors ✔Gain security and education on how to “age in place”(in your own residency), and to have increasing cash flows for long-term care events without going broke ✔Estate Planning for your wealth after you’re gone, so that it is not expensive or difficult for others to take over ✔ Live the lifestyle you deserve by creating a custom Financial Plan that fits your needs and desires I would like to show you how you can achieve the retirement of your dreams with our expert guidance. One of our goals is to get our clients to the 0% tax bracket. Let’s book a 20-minute discovery meeting (in-person, phone call or Zoom) to learn more about how I can help you build a solid Financial & Retirement plan while you enjoy the peace of mind that comes from a secure financial future. Please send me a message to book a meeting now: [email protected]
Aif Alec Tuckman Chfc Crc’s Current Industry Knx News 97 1
Aif
Alec Tuckman Chfc Crc’s Prior Industry
Independent Financial Advisor
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Estate Planning Team
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Wealth Management Partners Of Los Angeles
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Level Community Management
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Knx News 97 1
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Work Experience

Knx News 97 1
Reoccuring Financial News Commentator
Thu Aug 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Level Community Management
Level Community Management Board Member
Fri Dec 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Wealth Management Partners Of Los Angeles
Co-Author of the book, "Retire Like A Shark" with Kevin Harrington (Original "Shark Tank" Shark)
Tue Nov 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Estate Planning Team
Tax Reduction Strategist Partner
Tue Sep 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Independent Financial Advisor
Financial Advisor
Tue Sep 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Present