P23 FINANCIAL - Key Persons

Mr. Ewerth has been helping families in numerous states for over 30 years with tax and retirement planning. Recently Mr. Ewerth has completed training as a Certified Tax Coach, concentrating on develop tax reduction strategies for his clients. He has a unique way of coordinating the retirement and tax planning process, helping to minimize the impact of taxes. Additionally, he walks along with his clients guiding them with investment advice and money management strategies during their financial journey. Mr Ewerth is a lifelong learner and continues to participate in various conferences and self-study courses that provide his clients with current tax saving ideas as well as coordinating tax reduction strategies in the future. This allows him to maintain leading edge concepts while helping his clients.