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Tax Planning

For Families, Individuals & Businesses

Year-round tax planning is the key to successfully and legally reducing your tax burden. As a holistic financial firm, tax-saving strategies are a critical consideration for all of our investment advice.

Our advisors work to develop and customize comprehensive tax planning strategies around each client’s individual financial situation, needs, and lifestyle. We’ll look to identify all possible ways to minimize current and future tax liabilities and maximize your income and retirement distribution channels in both the short- and long-term.

Comprehensive Tax Planning Strategies
Our tax planning and wealth management services go beyond planning for this year’s tax return. As part of our comprehensive services, we offer tax planning strategies for:

  • Making charitable contributions
  • Estate and legacy planning
  • Liquidating stock or other assets
  • 401(k) and IRA plan optimization and distribution
  • Maximizing health savings account (HSA) contributions
  • Avoiding Medicare surcharges
  • Life insurance, annuities and long-term care insurance
  • Minimizing taxes in retirement
  • And so much more!

Advanced Financial Planning Services
We work with individuals and families to create a comprehensive financial plan geared toward meeting both your short-term and long-term goals. In addition to tax planning, we offer comprehensive financial planning services including retirement planning, investment management, and more.