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.