While it is rewarding to note the growth of your earnings and assets, paying more taxes on those gains can be frustrating.
We knowledge and experience to help you develop effective tax strategies with your tax advisor to ensure that you are positioned to:
▪ Pay no more than your fair share in taxes
▪ Develop an effective overall strategy as you pursue your long-term financial goals
▪ Align 401(k) investment selections with your total financial picture, including other personal savings, pending expenses (e.g., your children’s college education) or your current debt
Let us help you gain the confidence that comes from knowing you’ve had an experienced financial professional take the time to review your portfolio for factors that can have a big impact on your overall results. Because no matter what size your portfolio is, factors such as over- or under-weighting in various asset classes, less-than-optimum investment vehicles in taxable versus tax-deferred accounts, portfolio overlap and other considerations can seriously impact your returns and influence the amount of risk you may be unknowingly assuming.
Our goal is to help you keep more of your earnings after taxes and inflation. We can review your current investments to ensure that your financial goals remain within reach.