Not only are all of our advisors knowledgeable in the tax code, each of us take part in preparing hundreds of tax returns annually. How many advertisements have you heard from financial services companies that instruct investors to “consult tax advisors” to see if an investment is appropriate? We’ve lost count. Unlike a lot of our industry, we’re tax advisors too. Every single one of our client’s financial plans involves tax planning at no additional charge, because a plan without a tax plan isn’t one at all.

Planning your Taxes as a Benefit