Tax Planning
No one likes taxes. But through the advice of a professional financial advisor, you can access products and services that help ease the burden. Charitable contributions, life insurance policies and investment products purchased through IRAs or Roth IRAs can all be useful tools in an effective tax strategy. Working with you and your accountant or tax preparer, we will consider your personal situation and design a tax plan that fits your needs.
Choose from a variety of products and services, such as:
- Charitable donations, which benefits important not-for-profit work and allows donors to maximize tax credits.
- Life insurance products that build tax-advantaged capital for retirement.
- Investment products that provide for tax benefits, such as those purchased through IRAs or Roth IRAs.
