Metrokas-Kamison Associates

PO Box 351 Ft Washington, PA 19034

Phone:

(215) 657-8428

Fax:

(215) 657-8570

It's Time to Think Differently about Your Money

Metrokas-Kamison Associates has served the Delaware Valley for over 30 years. We have joined with other independent financial professionals covering all the disciplines (Benefits Specialists, CPAs, Attorneys, Tax Reduction Specilaists...both Income & Capital Gains) to evaluate, create and implement a team approach for your Corporate and individual needs. As independent consultants and plan providers we have the ability to shop the market for the most innovative strategies and products to insure the solutions we recommend offer you the best opportunity to meet your stated goals and objectives.

TAX & COST REDUCTION STRATEGIES

Innovative strategies that reduce Taxes and Business related expenses

•  Reduce income Taxes for High Net Worth Individuals: https://rememberme.tax/barrykamison/
•  Reduce/eliminate Capital Gains resulting from the sale of any highly appreciated asset (ie: Real Estate; Business): https://mydstplan.com/bkamison
•  Reduce business related taxes and expense by 3-10%: https://www.dcisolutions.net/

Individual

Provide strategies for 401(k) rollovers, lifetime income, wealth preservation and wealth transfer.

• Provide level and increasing lifetime income for both individuals & spouse
•  Protect your retirement income while still participating in equity & bond markets.
•  Receive your RMDs (Required Minimum Distributions) and still pass 100% of the initial principal to your heirs
•  Long Term Care

Corporate

Full range of executive compensation benefits both qualified & non-qualified, providing supplemental retirement plans, Long Term Care and Corporate funded life insurance

• Leveraged strategies to provide large blocks of life insurance (ie: key person, executive comp; buy-sell)
•  Increase qualified plan contributions for owners & Key people
•  Life Settlements get cash back for unwanted or unneeded life insurance
•  Reduce or eliminate your 3(16) Administrative Fiduciary responsibilities & liabilities
•  Reduce corporate related expenses & taxes to increase profitability

Metrokas-Kamison Associates

Phone:

Fax:

E-mail:

It's Time to Think Differently about Your Money

TAX & COST REDUCTION STRATEGIES

Individual

Corporate

Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

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