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Professionals

Tax strategies can open up all kinds of new opportunities for your wealth – ones that involve helping to manage risk.

But few working professionals have the time to explore these opportunities themselves.

That’s why we leverage our team’s experience and knowledge of taxation in order to integrate tax strategy into not only your investment plan, but into all aspects of your personal wealth.

From our central Asset Management service to our Comprehensive Wealth Management Offering, we help professionals to pursue their financial goals more efficiently, while managing risk. This often entails:

Asset Management

  • Using tax strategy to lower the cost of investing and accumulate wealth faster
  • Allocating wealth among various vehicles to lower overall tax liability
  • Finding the right balance of income, growth and preservation for each life stage

Financial Planning

  • Creating a tax-mitigation plan encompassing the central aspects of your wealth
  • Planning your retirement cash flow to maximize Social Security, balance income sources and mitigate tax liability
  • Planning transitions from one entity to another
  • Hosting an Annual Stakeholders Meeting to help ensure that key members of your family and professional network have a shared understanding of goals and strategies

Enhanced Financial
Planning

  • Completing a full tax review of all aspects of your wealth
  • Evaluating your 401(k) and determining your retirement readiness
  • Using insurance strategies to help transition family wealth and support charitable goals
  • Personalized strategies for funding your children’s education
  • Defining an estate plan to ensure that tax is mitigated while family wealth is transitioned

Comprehensive
Wealth Management

  • Retirement Guide for Professionals
  • Professional Tax Restructure
  • Financial Life Plan
  • Annual Stakeholders Meeting
  • Wealth Transition Guide

Retirement Guide for
Professionals

We’ve seen that many pre-retirees overlook key decisions that could greatly improve their retirement readiness, and in all cases, the best next step is clarity. This exclusive retirement guide opens up the discussion through key questions that often go unasked.

It’s simple: lower your portfolio’s costs, and you will build more wealth. This is the opportunity that tax strategy creates, and it’s one that many working professionals miss because they don’t have the time to address it.

Brian J. Rogers, CFP®
Certified Financial Planner

Financial Life Plan

This is your complete, written plan that encompasses all aspects of your wealth, with tax-efficiency strategies integrated throughout. Your Financial Life Plan is designed to be clear, comprehensible and focused around your lifestyle goals.

How do you maximize your retirement savings and your Social Security for retirement?

Insights from the Specialized Professionals

We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

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