• Experience That Counts, Mott Tax Advisory Services

    President of Mott Tax Advisory Services, Alan Mott, has been working with seniors exclusively for over 18 years. Since 1995, he has presented over 1,000 seminars nationwide, and is a licensed advisor in over 25 states.

    He and his team have worked extensively with high net-worth clients across the country, helping them with estate planning, to implementation of various life Insurance plans, and helping them to meet their philanthropic goals all while maintaining their preferred standard of living through their golden years. Mott, is also very experienced in negotiating million dollar and above insurance policies on their behalf, often with little or no out of pocket expense.

    Mott maintains a full time accountant who does the taxes for several hundred of our existing and new clients every year. Our focus is saving them money on tax preparation while reducing their federal, state, and social security tax liabilities, while increasing their spendable income at the same time. Additionally, we specialize in positioning client assets, so as to avoid money loss due to market fluctuation, as well as focusing on with guaranteed lifetime income.