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Asset allocation explained

Tax Planning

We will:

  • Help you implement your customized plan through recommended services.

 

  • Consult with your other advisors to get your plan in motion.

 

  • Meet as needed to discuss your progress and make any adjustments to refine your plan. 

  • Continually review your progress as your goals evolve.

  • Provide annual tax returns prepared by our professionals. 

Your tax situation changes throughout your life, and so should your tax planning.

Tim has over 30 years of experience and will help you maximize your financial portfolio while minimizing tax obligations. Whether you are just beginning your career, growing your family, or looking ahead to retirement, I can guide you through the maze of federal, state, and local taxes to avoid surprises when tax time rolls around each year.