This stage is where you will need to spend some time gathering document, talking to your tax and/or financial planner, and make sure you leverage the incentives available to you. Have you utilize 401k programs provided by your employer, or profit sharing Keogh / SEP IRA plan for your small business or consultant work?.
Annual or semi-annual review of your priorities and investment portfolio to ensure they are balanced.
Annual or semi-annual review of your priorities and investment portfolio to ensure they are balanced.
Services
Tax alone is a complicated matter, Albert Einstein has once said "The hardest thing to understand is income taxes". Tax codes has gotten exponentially more complicated since Einstein days. However, one thing most people overlook is the relationship between taxes and financial products that work together, and if utilize correctly, can save tax payers tens of thousands of dollars each year.
A 10-15 page financial plan with a series of "To Dos" that includes a net worth statement, retirement projection, and action checklist. The financial plan includes recommendations in the following areas: cash flow planning, debt repayment, investments, retirement planning, insurance, estate planning and tax planning.
Company tax planning to consider especially when there's a high corporate tax rate due to high profit. Tax favored strategies such as fringe benefit for highly compensated employees should be explored with your CPA to ensure you maximize what's available. Contact us to setup a consultation for tax planning.
With intense interest and a wealth of knowledge in personal finance, I thought i would provide this service to all of my clients. Personal finance has a very close relationship with tax planning and therefore most clients will benefit from this service as well. I'm happy to offer a 30 minutes initial consultation for free.
Tax alone is a complicated matter, Albert Einstein has once said "The hardest thing to understand is income taxes". Tax codes has gotten exponentially more complicated since Einstein days. However, one thing most people overlook is the relationship between taxes and financial products that work together, and if utilize correctly, can save tax payers thousands of dollars.
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