Basic Information
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Company
Tax and Retirement Specialists -
Phone
651-248-8042 -
Email
dale@taxandretirementspecialists.com -
Describe How You Would Like To Be Introduced Via Email
Tax Mitigation Specialists -
What is your "why"? Why do you do what you do?
Small businesses are the backbone of our nation, driving innovation, creating jobs, and fueling local economies. They are the largest employers in the country, and their success directly impacts the lives of countless Americans. Helping small businesses thrive means supporting the dreams of entrepreneurs and strengthening communities across the nation. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Do you have a six-figure tax bill?
Did you pay in six-figures in quarterly payments?
Did you have a large capital gain this year? -
Unique Selling Proposition
We cut six figure tax bills by 40 to 60%! We don't mess with the gray areas, we don't trip any red flags and everything we do comes with audit defense. -
About me
In 1990, Dale embarked on his professional journey by earning his real estate license, following in his brother’s footsteps. Over the next two decades, he carved out a reputation as a strategic leader in the industry. Starting as a Realtor, Dale soon earned his Broker’s license, which empowered him to co-found a thriving real estate company. Throughout his career, he dedicated himself to continuous growth, studying under some of the top real estate investors in the nation. His experience covers but not limited to, real estate options, land trusts, personal property trusts, and entity structuring for liability reduction and asset protection.
In 2012, a pivotal moment redirected Dale's career path. Invited by a friend to a Tax-Free Retirement and Asset Protection Seminar, he attended as a real estate expert. However, after witnessing the seminar, he realized he had found his true calling in financial advisory. Committing himself with the same passion and rigor he applied in real estate, Dale dove headfirst into the financial industry, seeking out and partnering with the brightest minds.
His unwavering commitment to tax strategy and asset protection set the stage for a seamless transition. When Dale discovered the Virtual Family Office, he knew immediately that their innovative, team-based approach to business and financial planning was the ultimate solution. This realization led to a strategic partnership, where Dale now leverages his leadership role to bring in top-tier experts and deliver transformative, tax-efficient strategies that elevate the financial outcomes for the client.
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Profession
Tax Mitigation Specialists -
Title
Director of Advanced Planning -
Hobbies and interest
Fishing, Golfing, Working out, Travel -
Website
https://taxandretirementspecialists.com/vfo-services
Contact Information
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City / Town
Lake Elmo -
State
MN -
Zip
55042 -
Country
United States -
Facebook Business Page URL
https://www.facebook.com/TaxandRetirementSpecialists/ -
LinkedIn Profile
https://www.linkedin.com/in/dale-montgomery-804b0022/
Education
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College / University
Kaplan Financial, Century Collage -
Graduation Year
Continued Growth