Tax Planning

We can assist you in creating a personal tax strategy. Whether it is saving, taking distributions or transferring wealth taxes impact your financial plan. Our wealth planning team includes Mike Walenz, a 40 year veteran in tax planning, to help find tax efficient ideas and explain the impact on your financial plan.

Our approach to tax planning includes:

  • Evaluating your current tax returns to maximize your tax strategy
  • Maximizing your opportunities to save in a tax efficient way
  • Developing a tax strategy for the long term
  • Explaining the tax implications on your investments

We do not prepare your tax return, we make sure your tax return matches your tax strategy.