Tax Planning

Tax planning is an important part of any financial plan, and we will work with your accountant or CPA’s in making appropriate, proactive suggestions to help minimize the impact of taxes, and help you maximize your overall retirement and estate plans. Once again, we are not licensed to give tax advice, but we’ve learned a few things over the 30+ years that we’ve been helping clients with their financial / retirement plans. We’ll make use our experience to help guide you in the areas which we are experienced and well versed to reduce the negative impact of taxation on your investments and retirement plans.