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Tax Planning

Long-term Tax Planning & Efficiency

Tax planning is a vital part of any financial plan. From tax-efficient investments to Roth conversions or distribution planning, we can work side by side with you to help you think about the long-term impacts of various tax decisions. 

A CPA is helping you think about the "now" (tax preparation), whereas a financial advisor is thinking about the long-term tax implications (tax planning). Tax planning touches every part of a financial plan – charitable giving strategies, gifting implications, investment strategies, Roth vs. taxable retirement accounts, income growth and much more.

Start planning for the long-term with a financial advisor today.

What to Expect

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Purpose-Driven Strategy

Start at the end and work backward. What’s your purpose? Where do you want to be in 20 years? We start there and consider the tax implications along the way.

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Tax Efficiency

We’ll help find tax-efficient investment strategies, such as tax-loss harvesting or managing capital gains, to help minimize tax liabilities and optimize after-tax returns.

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Charitable Giving

We believe charitable giving goes much, much deeper than tax write-offs. However, your philanthropy paired with proper planning is a win-win.

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Collaborative Approach

We work alongside your CPA and explain the long-term plan and reasons behind your decisions to ensure we are all on the same page.

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Estate Planning

The legacy you leave behind can have major tax implications to your loved ones, and new legislation is changing these rules often. We'll help you transfer wealth efficiently.

FOCUS on Your Future

We're here to be your partner as you pursue your purpose. When you dive into our FOCUS process, we'll help you hone in on that purpose, develop a plan to pursue it, implement that plan, and regularly check in along the way. Start the FOCUS process today.

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Formally Meet

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Openly Discuss

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Create

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Understand

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Start

FOCUS ON YOUR FUTURE

Start the Process

See how our FOCUS process works, from the moment we meet to our mind-mapping exercise and plan implementation. 

Start the FOCUS Process

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Start Thinking Long-Term with Tax Planning

We're here to help you pursue your purpose – whatever that may be. Get started today.