Established in 2020

About Us

Tax planning, Tax compliance & Life Insurance

Our Team has over 100 years of combined experience in Tax planning, Tax compliance & Life Insurance. Let us guide you through the complexity with an efficient and effective strategy for your benefit! We also work with individuals needing Life insurance, whether it be Final Expense, Whole Life, Term, IUL, even if you want to have an Annuity, with our team of Life Insurance Brokers having licenses covering over 30 states & over 30 carriers, we work to make sure you can get the coverage you need.

 About Us

About Us

Damian Gerry
NPN: 19473448
License: 4038677
Let's Talk

(619) 322-1404

Client relationship summaries

Do not rely solely on the advice of friends for achieving annuities or investment objectives. We all have friends who've had experiences with deferred fixed or traditional IRA strategies, both good and bad. They often will try to be helpful by sharing their stories. Yet, it is best to seek a financial professional/ investment professional to address your financial goals and indexed strategies. That's why every one of our clients has a Fixed Annuity or Fixed Indexed Annuity tailored to their specific needs and goals.

We at Tax Savings Investor understand everyone's circumstance is different, and we strive to make sure to cater to those investing options and differences when buying an annuity.

Tax Savings Investor

Life Insurance / Let's Talk

Nationwide Preferred Carriers

Tax Savings Investor

Tax Savings Strategies

Simplified Insurance

Postal address

23811 Washington Ave, Ste C110265

Murrieta, CA 92562

Monday 7 a.m.- 6 p.m. PDT

Tuesday 7 a.m.- 6 p.m. PDT

Wednesday 7 a.m.- 6 p.m. PDT

Thursday 7 a.m.- 6 p.m. PDT

Friday 7 a.m.- 6 p.m. PDT

Phone number
(619) 322-1404

Are you a CPA? Email all job openings.

Call Now Leave a Review