Tax Planning


Tax planning is always changing as new rules or legislation come out. We often work closely with our client’s accountants to ensure we are all on the same page. It is very important for your accountant and financial planner to be correlated with one another. Tax Planning is very important and it is often never discussed because the word “tax” is so negative. We look at tax in a different light. Tax advantages, tax deductions, and tax-free strategies with our clients and their accountants. Think of tax planning as a chair with only 3 legs. It may still work, but it is also pretty unstable and without it, you may fall. 

Tax planning should be in every layer of your financial plan. Starting with cash flow, insurance, investments, retirement, and ending with your estate. A proper plan can save you money, time, stress and a whole lot of worry. The purpose of tax planning is to discover how to accomplish your whole financial plan in the most tax-efficient manner possible. With a carefully structure tax-plan in place, you can grow your wealth while minimizing your tax burden. This can lead to more money in your hands and your family’s pockets. With the help of your accountant, lawyer, and financial advisor you can reduce the tax bite at death in a massive way.

We have great relationships with some key accountants that have the same philosophy as us, going above and beyond with there clients and we are happy to introduce you to them.