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Text Content

DISCOVER HOW BUSINESS OWNERS CAN BYPASS ROTH LIMITATIONS AND CREATE TAX-FREE
CASH FLOW!




IF YOU'D LIKE TO EXPLORE THIS STRATEGY FURTHER OR IF YOU HAVE ANY QUESTIONS,
PLEASE SCHEDULE A 15-MINUTE INTRODUCTORY CALL BELOW:


CUSTOM JAVASCRIPT / HTML


Recent Media Interviews:


"FUNDAMENTALS NOT THERE" IN REGARDS TO THE ECONOMY.




WHY ARE WE PUSHING RATE CUTS?




THE REST OF THE YEAR WILL BE BUMPY.




HOME-BUYING IN AMERICA



Book A Call


REBECCA WALSER, MBA, JD, LLM


PRINCIPAL

Rebecca Walser is a Top 10 US Advisor, a Tax Attorney, Wealth Strategist, and
has her Global MBA from The London School of Economics. Rebecca knew from a very
young age, due to personal family hardships, that she wanted to ‘figure out this
thing called money’ and make sure she could help others do the same. That has
led her on a straight and narrow path of knowing exactly what she wanted to do
in life, and she has never altered from that goal. Starting with her undergrad
in Finance at The University of South Florida, Summa Cum Laude, she continued
her education at The University of Florida to obtain her law degree, Magna cum
laude. From there, she went on to NYU to get her advanced law degree in taxation
as she knew a true financial plan needed to marry both finance and tax law.



She has since built a national advisory practice based in Tampa, FL to help
retirees, pre-retirees, business owners, high net worth and ultra-high net worth
individuals and families achieve financial success. Rebecca combined her years
of financial and tax law expertise to create an approach to building and
sustaining wealth that most conventional advisors never even consider. Most
advisors are new to tax diversification plays, but they are late to the game.
Furthermore, they are not actually qualified to give you tax advice as their
disclosures direct you to seek the advice of a tax professional. Most often,
they are just advisors with a tax message… or they are an advisor with no tax
message at all – even worse.


Rebecca discovered the two fundamental flaws in building and accumulating wealth
in America since the 1980s – a case she builds quite thoroughly in her book. The
combined threats of extreme market volatility and future tax law changes – which
will be necessary due to the vastly changing demographics of the US population
and the economic position of America in 2018 – demand a fresh approach to
building your wealth where the status quo is intentionally challenged for its
glaring failures.


While growing her national advisory practice, Rebecca published a bestselling
book called, “Wealth Unbroken – Growing Wealth Uninterrupted by Market Crashes,
Taxes, And Even Death.” She has a popular podcast called, “Crashes and Taxes”
that is on all streaming platforms and is frequently a guest on top national
news shows like Fox News, Fox Business, Yahoo Finance, Bloomberg, Cheddar and
more! Additionally, in 2023, Rebecca was ranked #3 in Investopedia’s annual “Top
100 Financial Advisors” and by Forbes as a “Top Financial Security Professionals
Best-In-State” for a track record of preserving her client’s wealth over the
long term.


Book A Call



777 SOUTH HARBOUR ISLAND BLVD.
UNIT 440
TAMPA, FL 33602


866-929-3258


INFO@WALSERWEALTH.COM





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