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Shape your financial picture with smarter, more tax-efficient strategies

If you’re like most people, your taxes represent one of your largest annual expenses, yet often little or no planning is done to minimize your tax bill.  During tax season, tax preparers rarely have time to explore planning opportunities and they may not be aware of their clients' entire financial picture.  Therefore, we collaborate with our clients' tax preparers to identify and seize tax reduction opportunities.

Addressing your concerns

  • Are my retirement accounts as tax efficient as possible?
  • Am I paying more in taxes than I should be?
  • How can I minimize the effect of taxes on my estate plan?
  • How can I best marry the tax benefits I receive with my charitable giving?

Key tax strategies we consider

A portfolio for your life

You deserve an investment plan that fits your long-term needs and risk profile, structuring your portfolio along the dimensions of expected return, using an evidence-driven investment methodology backed by over 80 years of peer-reviewed financial research and market studies.

By personalizing your plan, you can also expand potential benefits, including minimizing your tax burden. To reduce the amount of wealth eroded by taxes over your lifetime, we will help recommend and implement an overarching tax plan tailored to your individual investing goals.