Tax Planning can Make or Break your Long-Term Plan!
Tax planning is usually the last consideration of most people and their financial advisors. Most people are most interested in the highest return possible or how they are performing against some benchmark. But there’s much more to a complete financial plan, and that’s a good overall tax strategy that can benefit your bottom line forever.
Our Tax Planning Philosophy
As part of our financial planning, all of our recommendations will include an estimate of the tax ramifications. Of particular emphasis is in the education, investment, and retirement analysis we may make certain recommendations based on an overall tax strategy, not just rate of return.
We do not perform yearly tax preparation services. However, we will work hand-in-hand with your CPA or tax preparer to formulate a single and cohesive tax strategy that meets your financial planning objectives.
Wrapping-Up Your Financial Plan
Under each of the financial planning components, we will provide you with written recommendations and deliverables as specified in your agreement. Our services and subsequent recommendations may either be broad-based or more narrowly focused, as you desire. Note that when these services focus only on certain areas of your interest or need, your overall financial situation or needs may not be fully addressed due to the limitations you have established.
We highly recommend using our financial planning process and recommendations as a new way of seeing your future. You may be delighted to see what is possible!
We also recommend a regular check-point review, at least once per year. We’ll help you stay on track and evaluate any new situations in your life such as major events and how they may impact your overall plan and goals.
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