We've heard you loud and clear!
Clients have been asking us for help with saving on taxes. Until recently, we didn't have a good way to do that.
Taxes are a bit of a grey area for us because legally only tax professionals can give formal tax advice. This is in part because tax law is ever-changing and extraordinarily complex. However, advisors can provide tax planning which is tax-related education, projections, and estimates based on various scenarios.
New planning tools have been introduced to our industry in recent years that allow financial advisors to review a client’s information in light of current tax rules. This will allow us to compare various strategies and find combinations that best fit your needs and potentially save you some tax dollars!
Learn more here: https://www.planningforgood.financial/tax-planning