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Tax Planning

We provide fiduciary advisory services to help you Crest
the wave of your financial life

Tax Planning

Our tax planning work helps to keep more of your hard earned money today and into retirement. We do this though:

Annual Tax Return Review
Charitable Giving
Tax-efficient Saving Strategy
Tax-loss Harvesting
Asset Location

As you near retirement, we help you establish a tax-efficient investment and distribution strategy with a specific focus on:

Tax Bracket Planning
Roth Conversion Analysis
Retirement Income Coordination
Medicare Planning

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