Tax Optimization

Effective Tax Planning Services

WE’LL HELP YOU PRESERVE YOUR HARD-EARNED MONEY

Our CFP® Professionals and CPAs are experts at providing tax planning that will help you manage your lifetime tax bill. Our tax professionals review your tax returns and current financial situation to develop a tailored tax plan. Whether you are a business owner or employee, you can trust that our professionals will provide you with the best plan for your unique tax situation.

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Optimized Tax Returns

There are multiple factors to consider when it comes to effective tax planning. It is our goal to give you the insight necessary to understand the different tax laws, income tax forms, and available tax assistance for your particular situation. We’ll show you how to make your assets and plans work in your favor by using your larger financial picture as a guide for developing your tax strategy.

In many cases, the savings we provide through our tax planning are greater than our management fees, fully offsetting the cost of our services.

Confident Tax Filing

From an investment perspective, it’s not just about what you make, it’s about what you keep. Our goal is not just to help our clients achieve robust performance; it is to ensure that their tax strategy achieves the lowest lifetime tax liability – allowing them to go home with the maximum amount at the end of the day.

Our tax practices are designed to give you, your family, or your small business the tools needed to file your taxes successfully and give you peace of mind knowing that your return was filed correctly.

Why Do You Need

Tax Planning Services?

As a team of financial advisors, our job is about so much more than simply creating a portfolio of investments for our clients – our outlook extends from before your money is made to after it is spent. With our tax planning, you can trust to receive the following benefits:

Reduced Taxes

Our proactive planning is designed to help you find more tax-deductible items, create tax-advantaged situations, and teach you how to reduce taxes for greater savings across your lifetime.

Peace of Mind

The implementation and execution of some tax plans can be difficult. We provide our clients with comprehensive assistance in the tax planning process from the initial framework of the strategy to the execution. We work with our clients’ tax preparers to ensure strategies are properly captured on their filed tax returns allowing our clients to have greater peace of mind.

Greater Wealth

We want our clients to keep more money in their pockets for saving, investing, spending, or anything else that contributes to a brighter future. Our professionals will make every effort to reduce your lifetime tax liability through the implementation of different tax strategies.

OUR PROCESS

Introductory Meeting

The purpose of our first meeting with you is simple: to get acquainted! Our advisors take the time to learn about you, your lifestyle, and your financial goals.

Investment and Financial Plan Review

We’ll present an evaluation of your current financial position and a comprehensive plan to meet your needs.

Implementation

We’ll help you put your plan into action by guiding you through the process of opening accounts and making relevant trades.

Continued Monitoring and Optimization

At frequent intervals, we will revisit your financial situation and make adjustments to your portfolio, financial plan, or tax strategies as your life goals change.

Tax Planning

Questions

What is tax planning?

Tax planning helps you manage your lifetime tax liability through the implementation of different tax strategies. RG prioritizes maxing after-tax wealth so you can spend your money on the things that matter. We do this by assessing every strategy, deduction, and credit you are eligible for and applying what makes the most sense for you and your family.

Who needs tax planning?

Nearly every investor can benefit from tax planning. Our process is designed to minimize current taxes, maximize post-tax wealth, and efficiently pass financial resources to future generations. In some cases, the tax savings we identify are greater than our management fees, fully offsetting the cost of our services. Let us help you with your tax planning and keep Uncle Sam out of your pocket.

How long does the tax planning process take?

I depends on how complex your tax situation is. Optimizing your tax strategy can be as short as a single meeting, but can take many meetings in the case of a multi-year strategy. You can feel confident that minimizing your annual and lifetime tax liability and growing your wealth is our top priority.

How do you get started?

Our proactive tax planning will find you more tax-deductible items, create tax-advantaged situations, and teach you how to reduce taxes for greater savings in future years. To get started, schedule a consultation with one of our advisors to start reviewing your unique tax situation.