Smart Tax Planning

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ADDRESSING THE NEEDS OF SMALL BUSINESS OWNERS, SELF-EMPLOYED INDIVIDUALS, AND HIGH INCOME/ HIGH NET WORTH INDIVIDUALS

We offer a broad range of services that are specifically designed to implement tax reduction strategies that are fascinating, compliant and not commonly known.  Those strategies facilitate more spending and investment in channels authorized and encouraged by our legislature through applicable tax law.  

Our Smart Tax Planning process focuses on new tax breaks, money-saving tax related opportunities, and compliant ways to avoid paying taxes. By providing our clients with strategies, ideas and concepts, and building relationships, we help them to retain more wealth for themselves, their families and their heirs. The information can range from a basic concept to a very complex program.

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Financial Profile

WE TAKE A TEAM APPROACH TO ADVISING CLIENTS ON THE RIGHT TAX AND FINANCIAL STRATEGIES AND DEVELOPING A SOUND FINANCIAL PLAN

O | O | O The Certified Financial Planner® will develop your detailed financial profile with information provided by you and/or your advisors.  The information collected includes a detailed listing and reporting of all assets (including retirement plans), liabilities, income and expenses, as well as collecting digital copies of insurance policies, tax returns, wills and trusts, business financial information and employee benefit programs.


Review, Analyze, Evaluate

A CFP®, ATTORNEY, AND CPA TEAM WILL REVIEW YOUR CURRENT FINANCIAL PROFILE, ANALYZE AND EVALUATE ALTERNATIVE STRATEGIES AND MAKE RECOMEMENDATIONS

O | O | O The team will review tax deductions currently used, current financial information, sources and use of income, employee benefits and insurance, retirement plans, investments, and current wealth transfer strategy.  The team will then analyze, evaluate, recommend and illustrate strategies for tax reduction.


Implementation and Periodic Review

WE PROVIDE USEFUL ADVICE AND A UNIQUE, INTEGRATED APPROACH THAT CAN HELP YOU MANAGE YOUR WEALTH AND ACHIEVE YOUR FINANCIAL GOALS

O | O | O   We are proud to offer our clients access to private online document storage for easy access to policy, contract, and legal documents, allowing all our partners to review your entire    Licensed Partners offer such services as:

  • Investments * Life insurance * Real estate
  • Tax advice, preparation, and accounting services offered by CPA
  • Wills, trusts, and other legal services offered by Attorney