We Invite You to Our Retirement Workshop

Wednesday February 15, 2017 or Thursday February 23, 2017 at 6pm

At the Voyager, 525 S. Riverside Ave. St. Clair 48079

About Our Team

With 17 years of combined experience in the financial services industry, Gregory Lozon and Raymond Backers specialize in customizing retirement strategies to help individuals and families navigate a complicated, ever-changing investment landscape. Learn how to identify money falling through the cracks!

Accelerated Wealth Advisors Financial Strategies Greg Lozon

Gregory Lozon
Executive Director

Accelerated Wealth Advisors Financial Strategies Craig Wagenshutz

Craig Wagenshutz
Investment Advisor Representative

You Will Learn

  • The 3 biggest misconceptions your CPA, attorney and financial advisor may be missing that could be costing you thousands per year!
  • How you can legally reduce or eliminate Social Security taxes, IRA taxation and income taxes.
  • Critical time and money saving steps you need to take before selling any real estate, business or investments.
  • How wealthy high income individuals will shelter income and assets from higher tax rates and risk going forward.

Register Now

Please RSVP for the event and date matching the mailer you received. Please 30 minutes in advance. Thank you!

Contact Us

Looking for more information about investment strategy? Please call 586-464-4130 to talk to a wealth strategist