Specialties
Our team specializes in tax planning strategies. We work with households that loosely have a gross income of over $300,000 or are looking for help in managing about $500,000 of assets. We do not charge for preliminary planning analysis and feedback including tax strategy and investment allocation. We charge either flat fee for a one time engagement or for ongoing input and feedback we charge a percentage of assets. Our fees range from 0.5-1.5% We help clients setup investment strategies, tax shelters, tax advantaged investments, tax loss harvesting and diversification for risk mitigation, life insurance, insuring cashflow, minimizing estate taxes, guaranteed income streams, and how to setup and balance between high growth oriented investment allocations and more balanced guaranteed assets. We approach everything through a comprehensive plan including tax liability analysis and mitigation.
