RETIREMENT PLANNING

Protect taxable assets and create reliable, tax‑efficient retirement income.

Tailored strategies that reduce taxes and preserve principal so you can retire with confidence.

Aurelis Advisors builds custom retirement income plans focused on tax minimization and predictable lifetime payments. We guide you through options that protect principal while enhancing tax efficiency.

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Discover the Tax Freedom Blueprint for Retirement.

Get the complimentary Tax Freedom Blueprint — our step‑by‑step guide to building tax‑efficient lifetime income.

RETIREMENT PLANNING

TAX‑SMART RETIREMENT ADVISORS

Retirement is personal. At Aurelis Advisors we translate decades of retirement planning experience into practical, tax‑efficient income plans that protect principal and provide predictable income.

RETIRE WITH CONFIDENCE

OUR PLANNING PROCESS

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Step 02 — Apply Discipline

Apply Discipline

A Retirement Strategy Designed for You

We design a retirement strategy that actively optimizes wealth and protects downside risk while keeping your objectives front and center.

SCHEDULE A COMPLIMENTARY STRATEGY SESSION WITH AURELIS ADVISORS

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Communicate Progress

Our Commitment to You

We provide transparent reporting and proactive outreach so you always understand your income plan and the decisions behind it.

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HERE FOR YOU

MEET THE ADVISOR

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Brian Cummings

Wealth Strategist

Brian Cummings has over four decades of experience in business and financial services, having spent the most recent years as a trusted investment advisor. Driven by a deep commitment to helping others achieve financial peace of mind, he made a strategic shift from traditional investing to focus exclusively on building tax-free retirement income strategies.

Today, Brian specializes in guiding individuals who value safety of principal, freedom from market volatility, and tax-free access to their money. His mission is to help clients create predictable, lifelong income without the burdens of taxation or risk, using proven, conservative financial vehicles. With a reputation for clarity, integrity, and personalized service, Brian empowers clients to retire confidently and live with financial independence.

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How to Exit Your Business and Enter Retirement

For many years, you’ve steered the business — retirement is the next chapter. This guide maps practical next steps.

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Smart, Tax‑Savvy Retirement

A concise primer on avoiding common tax traps and creating tax‑efficient income pathways.

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Our Blog

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Tips For Prepping for the Upcoming Tax Season

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November Rate Watch: How Interest Changes Affect Annuity Decisions

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Veterans Day Financial Benefits Review: Insurance and Tax Strategies

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