Tax Planning Consultant
As a consultant who specializes in tax planning, we review many ways that taxes integrate into someone's financial plan. Everyone's situation is unique having different amounts of taxable income, deductions, tax credits, and long-term legacy planning goals, so we take time personalizing strategies that fit not only today's taxation planning, but covers generational tax planning advice.
Our tax planning process includes:
Tax projections and a review of taxes paid
Long-term tax bracket optimization goals
Taxation planning and minimization built into estate plan
Tax strategy founded on current opportunities
Whether you are looking to retire in the next 5 years, or have already retired, having a tax planning consultant to walk you through financial opportunities can help to maximize your financial impact.