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.
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.
How long does the tax planning process take?
It 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.
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 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.
