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Tax Planning

Ignoring the impact of taxes on your retirement planning may severely impact the reality of your retirement. When you retire, some sources of income (such as Social Security benefits and required minimum distributions) are added to your yearly taxable income. We understand that you worked hard for your money and want to help you keep as much of it as possible. That’s why we focus on structuring your assets to minimize future tax implications.

Charitable Giving

We help you accomplish personal charitable inclinations and take advantage of tax-smart estate tools.