Tax Planning

The goal of any financial plan is to protect and preserve wealth, which requires careful analysis of all aspects of the plan. Few people enjoy turning over their hard-earned money to the government. After all, it’s not what you make but what you keep that counts.

We analyze our clients’ portfolios and retirement savings methods while providing sound advice to our clients. We are tax-efficient investment managers and utilize tax-saving strategies in our investment planning and in our portfolio maintenance. Our planning encompasses income, estate and gift tax planning, the effective use of retirement plans and debt restructuring in order to maximize allowable income tax deductions.

We work closely with our clients’ accountants to develop appropriate strategies and ensure minimal tax liability for our clients.