Nearly all financial decisions have tax ramifications. Tax liabilities associated with investment, estate, gift and real estate taxes, among others, can take a toll on your wealth. Our team of experienced financial advisors can help coordinate the various aspects of your financial plan to maximize tax-efficient strategies in line with pursuing your overall financial goals.
Our association with DeBoer, Bauman & Company, PLC, a respected full-service CPA firms, places us in a position to not only assist you, but coordinate strategies developed in conjunction with your trusted CPA. Our experience tells us that working together in this capacity paves the way for a better outcome for you.
Together with the tax professionals at DeBoer, Bauman & Company, PLC we will provide the consultative guidance, intellectual capital and resources required to offer a comprehensive risk management approach. Whether you use a trust or another method for accomplishing your goals, we will work side-by-side with your CPA to assist in navigating and simplifying today’s complex investment, tax and estate planning landscape.
LPL Financial Representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial. Tax and legal services are not offered by LPL Financial or DB&C Advisors.