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RETIREMENT & INSURANCE SERVICES

Consider your current retirement assets … will that plus your annual contribution amount be sufficient to obtain your goals?

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TAX PLANNING &
PREPARATION

We understand one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning.

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SOCIAL SECURITY
INCOME PLANNING

Begin collecting Social Security benefits on your 62nd birthday, although you’ll get a larger amount per month if you wait.

Barlas Tax & Financial Group LLC

Our goal is to make a beneficial difference in the lives of our clients.

We take pride in the belief that no client is too small to benefit from our services.

We work as a team, providing a collaborative approach to creating solutions that are tailored for each client.

It’s time for smart strategies for your financial future.

Call us today – (727) 474-0382