Taxes play a critical role in your financial plan – in building wealth, creating income throughout retirement, and preserving assets. One’s wealth is not measured by the size of the account, but by the amount you can put to use after taxes, and in the flexibility with which you can access your wealth.
Our state-of-the-art software includes complete tax planning capabilities. It knows the tax treatment of every element of your financial world – earned income, investment income, capital gains, annuities with exclusion ratios, taxable, tax-free, etc. – and calculates the projected impact of taxes on every transaction, distribution, and charitable gift.
We can help you optimize your assets, your income, your giving activities, and your legacy intentions to make the most efficient use of your financial resources so they can provide the most meaningful impact.