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Listen to Gary on
104.1 FM or KMOX 1120,
The Voice of St. Louis

CLIENT
PORTALS
ACCESS

Ready to Take Control of Your Retirement?

Let’s turn tax confusion into tax confidence.
Whether you're planning for retirement, worried about IRMAA surcharges, or wondering if a Roth conversion is right for you
We’re here to help!

Call Now - 1-800-966-1690
Or book your complimentary consultation today.
It’s time to PROTECT, GROW, and ENJOY the wealth you’ve worked hard for.

Choose a convenient location that suits you!

The O'Fallon, Illinois office or our St. Louis, Missouri office   

Schedule Your Free Meeting
(No pressure. Just straight answers.)

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I'm Gary Goldberg, RFC®, Wealth Manager
Founder of Financial & Tax Strategies, LLC.

Hi, I'm Gary Goldberg, your dedicated Wealth Advisor. I have a passion for helping individuals and families achieve financial security and peace of mind. With over 37 years of experience in financial planning, I take pride in crafting personalized strategies that align with your goals and aspirations. I love what I do because I get to empower my clients with the knowledge and tools they need to build a brighter financial future. Whether it's securing retirement, growing wealth, or protecting loved ones, I'm here to guide you every step of the way.

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UNITED STATES AIR FORCE VETERAN

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AWARD-WINNING MOVIE PRODUCER

RADIO SHOW HOST OF
WEALTH AND WISDOM,
PLAYED ON KMOX 1120AM and 104.1FM
THE VOICE OF ST. LOUIS

Could Your Tax Bill In Retirement
Be Too Big?

If you’ve saved for retirement in an IRA, 401(k) or other tax-deferred vehicle, you have a tax bill due in retirement. That’s because you’ve deferred your taxes to the future. Do you know the size of your potential tax bill?

Get In Touch

Director of Public Relations

Financial & Tax Strategies, LLC  |  Gary Goldberg, Wealth Manager

IL OFFICE: 4 Eagle Center, Suite 3, Upper Level, O'Fallon, IL  62269

MO OFFICE: 2055 Craigshire Road, Suite 410, St. Louis, MO 63146​

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Tel:  314-991-9005  |  800-966-1690​

Email: ggoldbergadmin@cfiemail.com

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© 2025 by Financial & Tax Strategies, LLC.

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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. Securities & advisory services offered through Centaurus Financial, Inc., a registered broker/dealer and Registered Investment Advisor. Member FINRA/ SIPC. F&TS, LLC. and Centaurus Financial are not affiliated. 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.

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