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Tax Planning

We know you want to avoid taxes whenever possible, and while we are not accountants ourselves, we evaluate each of our recommendations to mitigate your taxes (now or in the future). It’s part of our process to do so whenever we suggest a solution that is in support of your financial plan. There are tax implications involved in decisions about investment types, account types, insurance, college funding, estate planning, etc., and we are here to help.

Taxable investment accounts can experience significant taxes, which is why we utilize tax efficient investments and tax loss harvesting whenever possible. We can help you and your tax professional tackle anything that may arise that requires our assistance.