About Us

Loanly

About Us

At TAPS, we prioritize the well-being and financial happiness of our valued employees. In collaboration with Fick, Bravo and Associates, and the Trusted Advisor Professional Services (TAPS) Division, our management team has meticulously examined extensive data on discretionary benefit plans to bring you exciting new programs. At TAPS, we offer a unique blend of expertise, experience, and commitment to elevate your company's financial well-being. Our specialized focus on three core areas sets us apart as your trusted partner. Firstly, our dedicated team excels in crafting Tax Saving Strategies that go beyond compliance, ensuring your financial health while optimizing tax liabilities. We understand the intricate landscape of tax regulations and tailor strategies that maximize savings for your company. Secondly, TAPS is your go-to partner for Comprehensive Retirement Planning.

about us
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We Recognize The Importance

We recognize the importance of securing a comfortable retirement for both you and your employees. With over 40 years of advisory experience, our experts design personalized retirement plans that align with your company's goals, ensuring a financially secure future for all. Lastly, what truly distinguishes TAPS is our commitment to providing Access to Evidence-Based Financial & Tax Advice. In a world inundated with information, we cut through the noise, offering well-informed advice rooted in the latest research and industry insights. Empower your team with the knowledge needed to make informed decisions, guiding them towards financial success.