Proactive tax planning is important both to help each client reach financial goals, and to minimize taxes as a result of investment performance and other financial activities.
Our enthusiasm for teaching comes from the notion that an educated investor is a confident investor… and ultimately a successful investor. You don’t need a masters in finance for success. Our goals with every client are:
1. know what you own,
2. keep it simple, and
3. make smart decisions.
Everything you read from us will be with these three goals in mind.