Is the Accelerated Retirement Plan Right for You?

Meet Michael Trevino, your dedicated Relationship Manager at Wilson Hand, specializing in tax solutions for both businesses and individuals. With a strong background in sales leadership and client relationship management, Michael excels in guiding clients through complex tax scenarios to optimize their financial outcomes.

Michael’s deep understanding of tax law and financial planning allows him to provide customized strategies that not only ensure compliance but also improve his clients’ financial efficiency. Whether it’s corporate tax matters or individual tax planning, Michael’s analytical skills and attention to detail guarantee that his clients receive the most beneficial advice and solutions.

Prior to joining Wilson Hand, Michael held key roles in sales and client management, refining his ability to establish lasting relationships with clients, understand their unique needs, and deliver exceptional service. His proactive approach keeps him ahead of industry changes and always seeking innovative solutions to benefit his clients.

Known for his personable nature and genuine care for his clients’ success, Michael is a trusted advisor who simplifies complex tax concepts effectively. Beyond his professional achievements, he actively engages in community initiatives and educational programs to help others navigate the intricacies of the tax landscape.

With Michael Trevino’s expertise, leadership, and client-focused service, he is an invaluable asset to Wilson Hand and a trusted partner committed to your success.

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Name
How close are you to retirement?
What is the total value of your retirement savings (401(k), Traditional IRA, etc.)?
What is your primary goal for your retirement savings?
Do you have concerns about paying taxes on your retirement savings?
Have you experienced losses in your retirement savings due to market volatility?
Are you currently working with a financial advisor or tax professional?
Would you consider working with an advisor virtually ?

We look forward to assisting you with tailored investment strategies and proven tax mitigation techniques to help grow and protect your wealth.