Broker Check

Tax Planning

Clients know that the only rate of return that matters is their after-tax rate of return.  We structure our accounts in the most tax advantageous way for our clients.  We also review client’s tax circumstances to determine which investments may be appropriate and which ones to avoid.  Proper tax planning can make the difference between achieving the stated objectives or falling woefully short.  The evaluation of which types of accounts client’s ought to utilize is also vitally important to achieving the best possible outcome for a client. 

The determination of which accounts to set up and the titling thereof is vitally important to clients’ achieving the best possible, tax-efficient results.  We are not CPA’s, so we call upon the clients tax preparer to assist in this process.

Have a Question?

Name
Email
Phone
Question
Thank you! Oops!