Tax-Free Retirement Planning for High Net Worth Individuals

Get your customized report after an initial consultation

Until Taxes Go Up

Why X Group?

Customized Tax-Free Retirement Plans

Personalized Reports & Annual Reviews

Holistic Financial Planning

There is more than one financial vehicle that will shield your retirement nest egg from market loss. We never rely on a magic pill. We use multiple tools to give you the best possible outcome.

Preferred Partnerships with Established Brands

Proven track records of success


Our Services

There is no one-size-fits-all when it comes to tax-free retirement planning. Our service plans are non-fee-based and custom tailored to you.