Broker Check

Insurance & Tax Review

Tax management and risk protection will have a major impact on your financial plan. We work with you to ensure that nothing is overlooked.

There are many cases where we can provide helpful insight to your tax preparer.  Their limited connection can lead to missed income items, incorrect deductions, or lost credits. 

We help you gather information that helps us manage your investments more effectively. Understandably, most financial advisors focus only on investments and are not offering tax review services. However, we believe this limited scope on investment results will certainly lead to excess taxes and missed opportunities.