Malcolm Giles

About Malcolm Giles

You have more options than you think… When it comes to your pension. You could spend hours searching for the “right way” to maximize the income from your pension plan. Unfortunately, today, there is a plethora of information at your fingertips when it comes to the pivotal questions you may ask… “When should I retire and start taking payments from my pension?” “How will I be taxed on my retirement income?” “Should I utilize my spousal benefit or take the full payment?” “Should I take a lump sum or monthly payments?” “Where should I put my money to protect it from creditors and the IRS?” Your plan and your vision for an ideal retirement is unique…so it’s hard to decipher who is right and who is wrong. I’m not going to say I’m the right fit for you (yet). What I will say is we have a proprietary Pension Profits™ strategy that has been used by countless professionals to maximize the value of their pension by at least 25% and create a stream of guaranteed income for life. All while reducing costly tax exposure on the income generated from the pension plan. Additionally, our team is uniquely positioned to deliver key areas of financial planning like achieving: A debt-free retirement A lifestyle that doesn’t take a pay cut when you retire A tax-free haven(s) from the IRS If you are thinking about retirement and want a path to converting your pension into guaranteed income that you will never outlive… Then, I invite you to leave me a note so we can find some time to talk.

Experience

1. President

   Financial Profiles Llc

   Jan 2008 — Present · Scottsdale, AZ, US