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It’s official – you’ve reached retirement. If you’re like many retirees, you’ve been spending your working years growing your nest egg, preparing for a comfortable retirement.

Yet, if you fail to devise a tax strategy, you may limit portions of the retirement savings you KEEP.

When you’re no longer working, you may have some control over how much income you pay yourself. Efficiently maximizing your income sources and managing the tax bracket you’ll fall into are important considerations.

Taxes are complicated – and the reality is that most retirees need help managing their retirement savings in a tax-efficient manner. If you don’t seek the help of a financial services professional, you risk falling victim to any number of retirement blunders.

Minimize your taxes and maximize what you KEEP



1. Copies of last 2 years personal tax returns (If applicable: your company's last 2 years tax return, company's year-to-date profit & loss statement & balance sheet)
2. Copies of will, trusts, powers of attorney, and any legal documents (If applicable)
3. Copies of insurance policies (life, health, auto, and home)
4. Copies of investment statements, etc. (If applicable)
5. A completed Workbook (Click Here)

Your personal and financial information is our highest priority. Please send all documents via one of the following options: 

  • Generational Vault: (Preferred) To upload your documents click this link to our secure online vault and set up your very own username & password, then upload all documents to the correct outlined folders. Let us know once all documents have been uploaded.

  • Fax: (704) 490-4109.
    *If Faxing, redact (black out) any secure information on the documents for your protection.

  • In Person or Mail In: You can bring your documents or mail them to our Charlotte Office at the following address:
    Quartermaster Tax Management
    Attention: Lisa Forde
    11020 David Taylor Drive, Suite 100
    Charlotte, NC 28262

Please note that all information is kept strictly confidential; it is not disseminated or distributed in any shape or form. Should you have any questions regarding this appointment, please give us a call at (704) 490-4111. Thank you and we look forward to speaking with you then!