Taxes are a significant part of our financial lives. However, much like financial plans, everyone’s tax situation is different. An investment strategy that produces substantial tax savings for one individual may yield little to nothing for another.
We take the time and effort to understand your whole tax situation. By coordinating your investment strategy, tax strategy, and overall tax planning, it all works seamlessly to make your investments and overall plan structured in a tax-efficient manner.
Tax planning is essential before and after you retire. Deciding when and how to claim Social Security, which pension option to choose, and which investment accounts to withdraw money 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. Instead, we work with them in a coordinated effort to ensure that you are taking every advantage to reduce or avoid taxes throughout your life.