Tax and Retirement Specialists - Greater Stillwater Chamber of Commerce, MN

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Tax and Retirement Specialists
8530 Eagle Point Blvd. Suite 100 Lake Elmo MN 55042

(651) 248-8042

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Virtual Family Office
About Us

Tax and Retirement Specialists uses a Team Based Model and Virtual Family Office (VFO) to offer a holistic, proactive approach to business, estate and retirement planning.

We dive deep in five key planning areas: Tax Planning, Risk Mitigation, Wealth Management, Legal Services, and Business Advisory. Our VFO features best of breed experts in their field of expertise, helping our clients save tens of thousands—and sometimes hundreds of thousands—in taxes.

Learn more at, https://taxandretirementspecialists.com/vfo-services 4-minute video
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Advanced, Proactive Tax Planning
Risk Mitigation
Wealth Management
Legal Services
Business Advisory
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Dale Montgomery

Since 1990, Dale has made his mark in real estate, evolving from a Realtor to a Broker and co-founding a successful real estate company. In 2012, a seminar on tax-free retirement revealed his true passion in financial advising, prompting Dale to pursue mentorship and partnerships with the financial sector’s elite. Throughout his career, Dale’s dedication to tax reduction, asset protection, and wealth creation has consistently illuminated his path, showcasing a seamless blend of real estate acumen and financial expertise to guide others toward financial prosperity.

Dale Montgomery

Director of Advanced Planning

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