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Coordinated Tax Planning

No one likes costly surprises, especially at tax time. Yet many people are given investment advice based on expected tax savings only to discover when their actual tax return is prepared that they aren’t able to take advantage of the tax savings they were promised.


This is the result of investment advice that wasn’t carefully coordinated with tax advice.


By coordinating your tax strategies and overall tax planning with the person who prepares your tax return, your investment plan works seamlessly with your tax plan so that your investments are made in the most tax efficient way possible.


Tax planning is particularly important when it comes to things like social security planning and determining which investments and account types to draw from first when you begin to live off your investments.


A good working relationship between your financial advisor and your tax advisor is critical to mitigating your taxes, so we want to work closely with your tax professionals.

360° Wealth Management

Your Financial Planning

Everything starts with your plan—an intricate reflection of what is most important to you and what you want to accomplish with your wealth—a clear path to your goals.

Managing Your Investments

Investments are managed based on clear guidelines appropriate for your unique goals. They are tracked and reconciled daily and continually rebalanced to keep you on target.

Coordinated Tax Planning

With coordinated tax strategies, your investment plan works seamlessly with your tax plan so that your investments are made in the most tax efficient way possible.

Your Legacy Planning

It’s often surprising how much legacy planning impacts the rest of your financial plan. To protect your loved ones, it’s important that this piece is not overlooked.

Protecting Your Lifestyle

Lifestyle protection through proper insurance is essential to protect your assets and therefore your lifestyle.

Your Personal Chief Financial Officer

With your very own, personal Chief Financial Officer (CFO) you have access to a sounding board early and often for any financial question or problem you encounter.