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Tax planning is part of what we do. So you don’t have to.

Tax planning is an essential element of our financial planning process and our client investment portfolios. Whether we are designing a company retirement plan for a business owner, a philanthropic legacy plan for a family, or finding a larger tax advantage for an individual, we collaborate with your tax professional to identify tax issues that may influence our portfolio recommendations.  We identify diversification strategies to help mitigate the impact of future tax codes.

And we annually review our recommendations to respond to changes in the tax code or your life situation.

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