Personalized Tax Solutions
Make a Massive Impact
Would you be shocked to learn taxes in retirement are actually more important than the rate of return? We were! Once we wrapped our head around the impact of tax planning, it was vital we shaped our practice around providing solutions. So few in our industry will make specific recommendations about tax efficiency, stating “you will be in a lower tax bracket when you retire” and “there is nothing you can do about it – taxes are what they are” - "so; don't worry about it". But you can actually use mathematical solutions to guide you and help you learn what is best for your situation.
ONE OF OUR MAIN GOALS IS TO BE SURE YOUR RETIREMENT PLAN IS TAX EFFICIENT
To ensure you get the most out of your assets, having a team that understands how to balance safety, risk, taxes, and order of liquidation for your assets is vital. That is what we do. We never say avoid or do not pay taxes. We show you how to methodically position yourself to a much stronger position by paying taxes in a prescribed and wise manner.
We utilize software designed for this purpose and more. This reveals to us how to best position your assets to maximize your overall performance and efficiency.
Experience You Can Trust
We have studied and worked with specialists around the nation, including CFP’s & CPA’s, to help us evaluate every angle from “planning up to” and “beyond retirement”. Our strategic alignment still allows us to keep your cost very low while typically lowering your overall expense.
Exceeding Your Expectations
We simply do what is best for clients and rely on long-term relationships instead of focusing on the next opportunity. Our way of building our business is based on maintaining relationships so we never lose the ones those we earn. We help you manage your retirement as a team. This approach leads to a style of tax-efficient planning that typically generates hundreds of thousands of dollars (and often more) into yours and your family's pockets instead of the pocket of the IRS.