• Sign up to begin our 5-Step process to a fully comprehensive retirement plan today
    Call Us Call Us
    Contact Us Today! Phone: (772) 634-6187 / Visit Us!
    Discover many of the opportunities available to help you plan for your financial future.
    Home » Financial Services

    Charitable Giving

    Creating a charitable gift-giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets and the reduction or elimination of estate taxes on the charitable contribution upon your death.

    With changes in the tax environment, there may be compelling reasons to integrate philanthropy into your financial and estate planning.

    We can refer you to a qualified professional to help you decide if this is a good option for you. 

    We are not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.

    Fill out my online form.

    To schedule a time to discuss your financial future, contact us at (772) 634-6187 today!

    Complimentary Report
    "The Social Security Decisions”
    Learn important variables to consider as you create a sound retirement income strategy for the days ahead.
  • This guide is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance products in the future.

    About Complete Retirement Group
    Meet Mindie Molina
    Our unique approach to planning provides our clients with income and tax-efficient strategies for retirement. Outliving your money is a real concern that should be addressed.
    Learn More About Our Firm
    Resources
    We believe in identifying all the critical facts necessary to make a sound financial decision – one that is in your best interest – BEFORE making the decision.
    View our Library
    workshops
    We’re committed to helping you make informed decisions about your financial future. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
    View Our Upcoming Events

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Complete Retirement Group are not affiliated companies.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. AW03182014