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Tax Planning

Minimize Taxes with Proactive Financial Planning


How much time do you spend thinking about taxes?


If you're like most people you dread tax time. You scramble to find tax documents. You send them off to your CPA. You hope for a refund but you won't know until your taxes are filed. Then you put the return in your filing cabinet never to be touched again. Next year? Rinse, lather, repeat.


What steps are you taking to minimize your future taxes?


Our tax planning services aim to help keep taxes low today and in the future. We accomplish this through:

  • Annual Tax Return Analysis [Click here to view a sample tax analysis]
  • Annual Roth Conversions
  • Coordination & Timing of Income Streams (e.g. Pension, Social Security, Required Minimum Distributions, etc.)
  • Asset Location
  • Charitable Giving Strategies

We also stay up-to-date with the ever-changing tax laws to ensure you are taking advantage of every opportunity available to you.

Most importantly: we help you understand your tax return in plain English. We will explain why you're paying the taxes you pay, tax saving strategies to implement, and coordinate it all within your overall financial picture. We will answer your questions in an easy to understand manner.

👉 Want to learn more about lowering your tax bill? Click here to schedule a call.