Who We Are
A tax planning financial services firm that has a unique and narrow focus: Help high-net-worth retirees divorce the IRS and keep the money they earned where it belongs..in their pockets and their bank accounts.
We do not believe that success should be punished. We deploy innovative tax strategies that can reduce or eliminate the taxes you pay during your life and your surviving spouses life. We also help you reduce or eliminate the tax losses you leave to your family and beneficiaries.
"The only difference between death and taxes is that death doesn't get worse every time congress meets" -Will Rogers
Meet our Lead Advisor-
Alex B. Luaders, JD.
Alex is an attorney and financial advisor who has been working with retiree's for over twenty years.
Alex received his bachelor's degree from the University of Wisconsin and a Juris Doctorate of Law from the Wisconsin Law School. He is a series 65 registered Investment Advisor Representative and Insurance licensee.
Alex began his financial advisory career in 2003 and is the senior advisor at Roadmaps Financial Group, s.c. After the covid crisis of 2020 Alex and his team took Roadmaps Financial Group, s.c. virtual and national. Alex works out of Tampa, FL and is connected with the top tax planning network for high net-worth-retirees in the country.
Road Maps Financial Group, s.c. serves clients in 31 different states. Our clients meet with us from the convenience and comfort of their own computer desks. All meetings are "face to face" via the Zoom meeting platform.
Nationwide Network of Tax Planning Expertise.
Our firm is part of the top tax planning network-for high-net worth-retirees- in the country. We have the best and deepest bench of tax planning expertise available. You can join us and leverage our knowledge and expertise to save hundreds of thousands, or in some cases millions of dollars of the money you earned.