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Tax & Estate Planning

Most investors spend 90% or more of their mental energy on their portfolio performance, but it's not what you make, it's what you (or your family) keeps in the long run that is your "real" return. In the spirit of controlling what you can control, having a coordinated tax strategy and sound estate plan may have a more positive effect in the long run than superior security selection.  

Whether it's a life event, changing regulatory landscape or the lack of focus in the past on such matters, we'll partner with you and your trusted professionals to ensure that this aspect of your wealth management leaves no stone left unturned. If you don't have a great attorney or accountant we will be happy to introduce you to trusted professionals we have worked with over the years that specialize in these areas.

Key areas of focus include:

  • Education savings
  • Health Savings Account
  • Retirement Plan Savings
  • Insurance
  • Simple & Complex Trusts (GRATs, SLATs, ILITs, DAPTs)

Would you worry less if you had more money to save toward your goals? Discover how much more money you could be keeping for yourself and your future. Contact us today for a no-cost review of your prior three years’ tax returns.