ZERO TAX RETIREMENT
“Zero Tax in Retirement”
“More Net Retirement Income”
“No Fees”
“No Negative Return Years”
“This Works if retirement is at Your
Doorstep or on the Horizon”
Meet Daniel Altwegg
PRESIDENT / CEO OF OUT OF THE BOX FINANCIAL
Daniel Altwegg is the Present of Out of the Box Financial. Out of the Box is a financial services firm which focuses on minimizing risk and taxes and enhancing the clients’ net return.
Daniel is a 1980 graduate of Hamiline University School of Law. He received his Master of Business Taxation degree from the University of Minnesota in 1989. He also passed the Minnesota Certified Public Accountant exam in 1989. He has practiced law specializing in estate planning and business planning and served as a Vice President for a large regional trust company. He cut his teeth in the financial world working in the tax department of a then Big Eight accounting firm.
If you knew you had guaranteed income for life as part of your overall retirement plan
What would you do?
Our Mission
Educational Workshops
Gain Financial Intelligence. Attend an educational workshop.
Services Offered
Out of the Box Financial specializes in these Financial & Insurance products.
We’d love to hear from you!
Please give us your contact information and we’ll be happy to reach out to you.
Ask us any questions you may have, and we’ll be sure to help answer them.
Other Educational Information
Phone (612) 327-9249
Disclaimer
Out of the Box Financial (OTB) is a financial services firm helping clients prepare for retirement and business succession through the use of insurance and annuities. OTB does not offer investment products or advice, and is not affiliated with the Social Security Administration or any other governmental agency. Insurance and annuity returns are backed by the financial strength and claims-paying ability of the issuing company. Investing involves risks, including possible loss of principal. OTB is not a registered broker/dealer. This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, tax or investment advice. By contacting our company, you may be offered information regarding insurance and fixed index annuity products.