Eliminate
Risks, Fees & Taxes
Graduate from Tax-Deferred to Tax-Free
Helping you keep 30-40% more of your capital is our Specialty
Learn the strategies that the top 1% have been implementing for years
As Seen On:
As Seen On:
As Seen On:
As Seen On:
“How We Help You Keep More of What You Earn”
Most people follow the crowd — contributing to 401(k)s or IRAs, crossing their fingers, and hoping for the best. But what they don’t see are the hidden costs: market risk, management fees, and future tax traps.
We help you avoid these:
Market Volatility
Most people follow the crowd — contributing to 401(k)s or IRAs, crossing their fingers, and hoping for the best. But what they don’t see are the hidden costs: market risk, management fees, and future tax traps.
Fees
Frustration over hidden advisor or management fees eating into returns. Not realizing how even a 1% fee can erase years of income over time. Confusion about what they're actually paying for — and whether it's worth it. Feeling trapped in fee-heavy accounts with limited flexibility “Why am I paying fees even when my account is losing money?”
Taxes
Concern about paying high taxes on 401(k) or IRA withdrawals in retirement. Lack of clarity on how to create a tax-efficient income strategy. Fear of rising future tax rates eating into retirement income. No plan to manage RMDs (Required Minimum Distributions). “I saved all this money... now I have to give a chunk of it to the IRS?”
Our Services
When you think about your future, it's important to focus on what truly matters to you. Whether it's planning for a comfortable retirement, minimizing tax burdens, protecting your assets, or identifying potential risks — each of these pieces plays a key role in your overall financial picture.Taking the time to thoughtfully address these areas helps you build a solid, personalized path toward a future that reflects your goals, values, and peace of mind.
Is This Right for You?
This isn’t a one-size-fits-all plan. It’s a customized strategy built around your goals, your stage of life, and your financial future.
🤔 Who Can Benefit From ERFT
You’re in your 40s, 50s, or early 60s and want to retire with peace of mind
You’re tired of watching your 401(k) ride the market rollercoaster
You’ve saved money but worry about taxes eating into your retirement
You want more control, more security, and fewer surprises
🔎 Why Haven’t I Heard This Before?
As many people out there that haven’t heard of Tax-Free Options… there are a ton of people that have and are actively utilizing them..
These really aren’t new concepts. They’ve been around since the late 90’s and have continued to evolve for the better.
Most traditional advisors stick to conventional tools like 401(k)s, IRAs, and mutual funds. We focus on the side of finance that eliminates risks, fees and taxes — using strategies the top 1% have used for decades — and make them accessible to everyday families.
🤔 Who Can Benefit From ERFT
You’re in your 40s, 50s, or early 60s and want to retire with peace of mind
You’re tired of watching your 401(k) ride the market rollercoaster
You’ve saved money but worry about taxes eating into your retirement
You want more control, more security, and fewer surprises
🔎 Why Haven’t I Heard This Before?
As many people out there that haven’t heard of Tax-Free Options… there are a ton of people that have and are actively utilizing them..
These really aren’t new concepts. They’ve been around since the late 90’s and have continued to evolve for the better.
Most traditional advisors stick to conventional tools like 401(k)s, IRAs, and mutual funds. We focus on the side of finance that eliminates risks, fees and taxes — using strategies the top 1% have used for decades — and make them accessible to everyday families.
🤔 Who Can Benefit From ERFT
You’re in your 40s, 50s, or early 60s and want to retire with peace of mind
You’re tired of watching your 401(k) ride the market rollercoaster
You’ve saved money but worry about taxes eating into your retirement
You want more control, more security, and fewer surprises
🔎 Why Haven’t I Heard This Before?
As many people out there that haven’t heard of Tax-Free Options… there are a ton of people that have and are actively utilizing them..
These really aren’t new concepts. They’ve been around since the late 90’s and have continued to evolve for the better.
Most traditional advisors stick to conventional tools like 401(k)s, IRAs, and mutual funds. We focus on the side of finance that eliminates risks, fees and taxes — using strategies the top 1% have used for decades — and make them accessible to everyday families.
🤔 Who Can Benefit From ERFT
You’re in your 40s, 50s, or early 60s and want to retire with peace of mind
You’re tired of watching your 401(k) ride the market rollercoaster
You’ve saved money but worry about taxes eating into your retirement
You want more control, more security, and fewer surprises
🔎 Why Haven’t I Heard This Before?
As many people out there that haven’t heard of Tax-Free Options… there are a ton of people that have and are actively utilizing them..
These really aren’t new concepts. They’ve been around since the late 90’s and have continued to evolve for the better.
Most traditional advisors stick to conventional tools like 401(k)s, IRAs, and mutual funds. We focus on the side of finance that eliminates risks, fees and taxes — using strategies the top 1% have used for decades — and make them accessible to everyday families.
about me
Evelyn Hassan
As a working wife and mother, I began my personal finance journey after facing unemployment and the uncertainty of short-term contract jobs. Realizing I couldn’t depend on a corporate paycheck forever, I became passionate about helping others take charge of their financial futures.
With a strong focus on financial literacy and generational wealth, I built my career to empower people through informed planning—especially for retirement.
My goal is to grow a business that supports clients in reaching their financial goals while encouraging early, proactive retirement strategies.
Testimonial
Not Just Clients - Lifelong Relationships
I have known Evelyn for over 19 years as a friend, and we have served on several committees together. What stands out to me about her is her dedication to seeing whatever project she starts to the end. She leads with integrity and a great listener. I would recommend her to anyone looking for a dependable and caring person who will be there for them from the beginning to till the end.
Valeie Kyiamah
I have known Evelyn for over 20 years. I have had the pleasure of working with her on different projects. Evelyn has consistently demonstrated a high level of reliability, trustworthiness and integrity in any task she has been involved in.
What sets Evelyn apart is her unwavering work ethics, whether faced with tight deadlines or complex challenges, she approaches every situation with diligence, professionalism and a positive attitude. I wholeheartedly recommend her without any reservations.
Eunice Hama
I've known Evelyn for several years, and she’s consistently proven to be honest, dedicated, and deeply dependable. Her work ethic is exceptional, and she approaches every task with purpose and consistency. Evelyn leads with integrity, never compromises her values, and always puts others first. She shows up when called upon, and brings out the best in those around her. Anyone would be fortunate to work with someone as trustworthy and committed as Evelyn.
Malik Kwaw
Frequently Asked Questions
Frequently Asked
Questions
Is this really tax-free, or is that just a marketing term?
Yes — when structured properly, these strategies follow IRS rules that allow your money to grow and be accessed 100% tax-free. We don't bend the rules — we simply use tools the wealthy have relied on for decades, made available to everyday families.
I already have a 401(k). Why would I need something else?
A 401(k) is tax-deferred, not tax-free — which means you'll pay taxes later, potentially at higher rates. You also don't want to gamble your retirement to the volatility of the market. Our strategy helps you diversify your tax exposure, reduce future tax risk, access your money without penalties or age restrictions, and protect your principal.
What kind of results can I expect?
Everyone’s results vary based on age, contributions, and goals — but our clients often see 30–40% more capital preserved by avoiding unnecessary taxes, fees, and market losses. We walk you through real projections based on your specific numbers.
Is this safe? What’s the risk?
Yes — our strategies prioritize principal protection. That means your money isn’t exposed to market downturns. You’ll never lose a dime due to a stock market crash, and your plan is designed for long-term stability and control.
Is there a fee to work with you?
Our guiding principle is to eliminate risks, fees and taxes. We want to stay true to who we are and that's why we don't charge any fees.
I already have a Financial Advisor?
That's great. But we specialize on the Tax-Free side of finance. We specialize in helping people (Eliminate Risk, Fees & Taxes). A typical advisor, if you think about it, actually does the complete opposite. They actually Add Risk, they Add Fees, & they Add Taxes simply based on their specific focus. We’re all in the same industry, but just a very different focus and specialty.
How do I get started?
Just book a free 15-minute call. We’ll go over your current setup, your goals, and let's see if this can even apply to you.
Take the First Step Toward a Smarter Financial Future
Take 2 minutes to share where you are — and we’ll show you how to get where you want to be, with less risk and more control.
Copyright© Evelyn Hassan
