Tax Planning

For many of our clients, their tax bill can be one of their largest monthly or annual expenses. That is why we work hand in hand with your tax professional to maximize the growth of your portfolio while minimizing the tax exposure.

We have also found that while tax professionals do an incredible job preparing your tax returns, they are often so busy during the time of year that you interact with them, that they are not able to devote the necessary time to developing a forward-looking tax plan that will help minimize tax exposure in the long run.

As financial advisors, we are positioned to help you develop a long-term tax strategy that will minimize your long-term tax liability.

*The Investment Advisor Representatives do not offer legal or certain tax advice. Please contact your legal or tax professional