It's important to start planning as early as possible. Let us analyze your retirement plan and create a custom strategy to help you with your goals. Without a plan, you may wind up paying significantly more in taxes. We can help you develop strategies to minimize your tax liability, while still meeting your goals.
Managing your finances can feel like navigating dangerous territory. It's hard to know which direction to go. Some routes lead to dark places, such as outlasting your own savings or paying more tax than you need. So how do you choose a brighter path? With almost 30 years' experience offering independent financial advice, JAG acts as your eyes and ears in the financial jungle.
Managing your finances can feel like navigating dangerous territory. It's hard to know which direction to go. Some routes lead to dark places, such as outlasting your own savings or paying more tax than you need. So how do you choose a brighter path? With almost 30 years' experience offering independent financial advice, JAG acts as your eyes and ears in the financial jungle.
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JAG Financial is run by Joseph A. Grutta - an experienced tax specialist and CERTIFIED FINANCIAL PLANNER. For three decades, Joseph has guided his clients through the financial jungle. As the heart and soul of JAG Financial, Joseph can only take on a limited amount of clients. If you want Joseph to help you, contact him today.
Astute tax advice can be the difference between a robust financial plan and a plan build on sand. The JAG Guided Tax Trek is ideal for anyone that wants to keep as much of their hard-earned wealth as possible. We help find sound tax investments, tax-deferred savings accounts and distribution strategies for your situation - avoiding any pitfalls along the way.
View Joseph's recent article, Financial Advisors: The Good, The Bad, And The Ugly, on Forbes. In it, Joseph discusses what makes for a good financial advisor. The new tax law, commonly called the "Tax Cuts and Jobs Act, " is the biggest federal tax law change in over 30 years. Who does your financial advisor work for?
