Taxes are a major part of our financial lives. However, much like financial plans, everyone’s tax situation is different. An investment strategy that produces big tax savings for one individual may yield little to nothing for another.
We take the time and effort to understand your complete tax situation now and project what it will likely be in the future. By coordinating your investment strategy, tax strategy and overall tax planning, it all works seamlessly so that your investments and overall plan are structured in a tax efficient manner.
Tax planning is particularly important as and after you retire. Deciding when and how to claim social security, which pension option to choose and which investments and account types to draw from are all examples of decisions that can have long range tax implications.
We do not take the place of your current tax preparer or primary tax advisor. Rather, we work with them in a coordinated effort to ensure that you are taking every advantage to reduce or avoid taxes throughout your life.