Tax planning

Tax planning is an often overlooked part of financial planning. As part of our planning process, we meet with our clients on a regular basis to explore ethical and legal ways to help them be more tax efficient.

We also work with qualified CPAs and tax professionals in the area. We are happy to coordinate meetings as needed or simply refer you to one we know and trust. We do not receive referral fees for this, we simply see it as an important part of your plan to stay up-to-date and informed on tax changes. This is a way that we help our clients make the most of their tax situation.

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