Tax Planning with a Financial Advisor
F5 Financial’s tax planning expertise mitigates risk across your entire financial portfolio.
A forward-looking approach nets the most reductions in your tax burden.
While accountants are adept at making sure you meet your tax responsibilities, a financial advisor makes sure you limit your tax liabilities. This requires a forward-looking approach that assesses your tax risk BEFORE you make financial moves.
When structured correctly, your portfolio has the potential to annually save thousands of dollars in taxes. F5 Financial looks at a number of factors that can impact your tax burden, such as:
F5 Financial’s Tax Planning Process
Asset Review & Goal Planning
We review your current assets and financial goals and determine where you have the biggest potential to relieve your tax burden.
Tax Strategy
We develop the best strategy that ensures you’re minimizing tax liabilities on your retirement accounts, education savings, investment portfolio, estate planning, and other assets. We work with your accountant to make sure you stay on top of paperwork and filings.
Financial Projections & Quarterly Reports
We produce financial projections for your retirement portfolio and deliver quarterly reports that show how you’re tracking toward your retirement goals.
Quarterly
Meetings
In addition to providing quarterly reports, we will meet quarterly to discuss changes to your income, tax code, goals and more that can impact your portfolio’s tax liability, and what moves to make to reduce future burdens.
Ready to find out more?
Contact us to speak with a fee-only financial planner about your tax responsibilities.