We Believe An Efficient Tax Strategy Is Critical.
We work with our clients to build a comprehensive overall retirement income plan, that includes an efficient tax strategy. Often people get caught up in interest rates and returns on investments, while these are important, the most important issue for our clients is what ends up in their pockets. Proper tax planning is a critical piece of a great retirement plan. We owned a tax practice for 5 years and hired CPA’s to do our clients tax returns. We have experience understanding and implementing great tax strategies. Along with Investments, Insurance, and Estate Issues – Taxes can not be left out!
When people come into our office and we ask about their tax strategy, they often don’t have one at all! They aren’t getting tax advice from their CPA or Broker and that is a big problem. That’s why we look at each of our clients’ tax returns, not to catch any mistakes, but rather to project forward and start planning how they can be in the most favorable position to minimize their taxes.