A Fully Integrated Tax Solution
that flows naturally with your investments
Tax management is essential to many investors’ overall wealth building strategy but few investment professionals have the tools and the experience to carefully analyze all the complexities of our modern tax laws, especially those that took effect in recent years. Drawing on over three decades of tax experience, we are highly qualified to provide expert tax planning.
Coordinated Tax Planning Means:
- An upfront and ongoing review of your tax situation. If you have an outside tax professional, we will coordinate these services with them.
- Careful consideration of how a each investment will affect your tax picture.
- Guidance and coordination for the establishment of various retirement plan options, and if warranted, coordinate a custom profit sharing or defined benefit plans with your third party administrator or actuary.
- Coordinate estate planning with your family or personal attorney.
For all our services, our fee-only arrangement means that our sole financial compensation comes directly from you, our client. This assures unbiased and completely objective advice pertaining to your specific situation and needs.