Tax Planning

Complimentary consultation over the phone or virtually via Go-To-Meeting

Wealth Management

Customized Tax Planning

and Tax Strategy

Customized tax planning is a strategic approach to managing your finances to minimize tax liability. Keep more of your money by tailoring your tax strategy to your unique financial situation, goals, and circumstances. 

What does your financial future look like?

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A Tax Adverse Investment strategy

Optimize Your Portfolio


A personalized tax plan takes into account your investment portfolio and goals.

We help you keep more of your investment returns by strategically selecting investments and employing tax-efficient strategies such as tax-loss harvesting, minimizing capital gains taxes, and other investment-related taxes (such as mutual fund income, dividends, or capital gains).

Strategic Tax Planning

The Where and When of Smart Tax Planning

Asset Allocation and Asset Location

An essential part of your strategic tax plan means considering the tax implications of different types of investments and their placement within various account types (taxable, tax-deferred, and tax-free), such as trusts, IRAs, Roth IRAs, SEP IRAs, 401(k)s. This optimization can lower overall taxes, allowing you to retain more of your wealth.

Tax Efficient Withdrawal Strategies

During retirement, a customized tax plan helps structure withdrawals from different accounts to minimize tax impact. This map may involve strategically drawing from tax-advantaged accounts and considering factors like Social Security timing. Efficient withdrawal strategies can extend the life of your retirement savings.


Make the most of your money with personalized financial planning.

Tax Protected Estate Planning

Protect Your Family and Your Legacy 

Estate Planning and Wealth Transfer

For high-net-worth individuals, customized tax planning is critical in estate planning. By leveraging strategies such as gifting, trusts, and other wealth transfer mechanisms, you can reduce potential estate taxes, ensuring that more of your assets pass to your heirs.


Charitable Giving Optimization

If charitable giving is a part of your financial plan, a personalized tax strategy can help you optimize your contributions for maximum tax benefits. Utilizing structures like donor-advised funds (DAFs) or employing charitable remainder trusts (CRATs and CRUTs) can provide both philanthropic impact and tax advantages, along with qualified charitable distributions (QCDs) from your IRA accounts.

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Let a Financial Advisor Guide Your Journey

Proactive and Collaborative Tax Management

Proactive & Collaborative Tax Management

Customized tax planning is not a one-time event. It involves ongoing monitoring of your financial situation and proactive adjustments as needed. Staying ahead of changes in your income, expenses, and tax laws helps optimize your tax strategy continuously. We coordinate and champion your tax plan. We collaborate closely with your CPA, estate attorney, pension administrator, insurance broker, and other financial professional.


Adapting to Changing Tax Laws

Tax laws are subject to change, and a customized tax plan is flexible enough to adapt to new regulations. Regular reviews and adjustments ensure that your strategy remains effective in the face of evolving tax codes, allowing you to take advantage of new opportunities and avoid potential pitfalls.


Maximizing Deductions and Credits

Customized tax planning involves thoroughly reviewing your financial situation to identify all eligible deductions and credits. This analysis may include deductions for education expenses, homeownership, medical expenses, and more. By maximizing these opportunities, you can reduce your taxable income and, consequently, your tax liability.


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Start Your Personalized Tax Plan Today


By working with a knowledgeable financial advisor and tax professionals, you can develop and implement a customized tax plan that aligns with your financial goals, minimizes your tax liability, and allows you to keep more of your hard-earned money. Regular communication with your advisors ensures that your plan stays current and effective.


Knowledgeable and expert.



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