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What We Offer

Tax Planning Services

Achieve Tax Optimization

We want to make sure your goals are being funded in the most tax-efficient manner, and our CPA backgrounds allow us to consider your tax implications throughout every step of your financial management.

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Investment and Income Taxes: Are the investments needed to provide a growing income stream designed to keep up with inflation for sustainable lifestyle needs? Are the investments designed for accumulation? What is our client's current tax bracket and what will it be in the future based on cash flow needs? The overall financial plan will provide the clarity needed and serve as the investment benchmark for our clients' overarching financial plan.

HOW WE CAN HELP

Decide What Matters Most And
Establish The Right Solution

What's Included?

The Custom Wealth Income Tax Plan

We'll review your prior year tax returns along with current year drafts and implement an ongoing, proactive income tax strategy designed for tax optimization.

See Example Tax Report
The Custom Wealth Inspection™

We meet regularly to reflect, review and discuss your plans. To best serve you and your family, the Custom Wealth Architect™ provides dynamic, relevant financial strategies that evolve with your changing needs and goals.

  • Annual schedule of events
  • Vaulting of Important documents
  • Regular reviews of all financial vehicles
  • Tax law review and strategy alignment
  • Legacy Plan review

Tax Planning Resources

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Reach Financial Independance

The vision has been set, the plan is in place, the implementation begins and the guardrails have been installed. Our clients appreciate the time they have been given back by not having to try to coordinate all their financial relationships on their own but rather have an overarching financial plan and a team that holds everybody accountable. Most of all they feel liberated with the clarity and focus of their financial life allowing them to be able to enjoy their life the way they truly want to.

Establish your wealth management plan

Explore All Of Our Services

Feel confident knowing all pieces of your finances are tied together

Estate Planning

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Investment Management

Optimize your financial returns

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Tax Planning

Achieve tax optimization

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The Financial Independence FocusTM

Overarching Comprehensive Financial Plan

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