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estate planning
Financial Planning
tax planning
Tax-loss harvesting is a strategy our financial planners use to convert lost money from an investment into a profitable opportunity. Our tax planners use realized capital losses to reduce your tax bill. You don’t really make a profit or loss on any asset until you sell it. When the asset is sold, we can use that capital loss to offset your capital gains and income tax. Investments can be swapped or swapped with similar investments to maintain proper balance and diversification within your portfolio.
Minimizing taxes is an essential part of protecting your retirement plan. Tax laws can be confusing, and small mistakes can lead to big tax issues. Every year millions of people overpay in taxes without knowing it, which reduces retirement income. Our financial planners provide retirement tax advice that pays critical attention to tax liability during each step of your financial planning process to minimize problems and maximize tax deductions.
There are several ways to develop a tax-efficient investment strategy to allow for greater flexibility in managing your taxes and when you are ready to retire. Your money can be kept in three different types of accounts and all of them are taxed differently. Our tax planning services include asset diversification across these three accounts to generate the most net post-tax retirement income.
Business owners face a unique set of challenges regardless of company size. The goal is simple – provide a meaningful benefits package to attract and retain employees, as well as reduce the individual’s tax burden on their own income and retirement plans. We strive to meet the unique goals and needs of each business owner through a wide range of services.
You go to the doctor to stay healthy. You don’t know how to change the oil, so you take your car to the mechanic. Doesn’t your financial future deserve equal care from a professional?
personal service
A cornerstone of financial planning is the recognition that each individual’s financial and life situation is unique. Personalized service is essential when matching clients with the right financial products and services, and you won’t get anything less from us.
independent, objective portfolio analysis
asset allocation review
Long Term Care Cost-Benefit Analysis
Property tax reduction and financial legacy review
Individuals put off estate planning because they feel they do not have enough assets. Your assets include everything that you own. No matter how big or modest, everyone has an asset that must be protected.
setting up an estate plan
A well-designed and executed estate plan can ensure that your assets and wishes are met upon your departure. We can help you understand the legal and tax requirements of the transfer of property.
Education and grants for children and grandchildren
philanthropic goal
family business succession planning
Complications of family relationships (i.e. second marriage, divorce)
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