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Tax Smart Investing

How We Work

How We Work

With Tax-Smart Investing™ (TSI), we focus on after-tax outcomes by working with clients to invest and plan for their goals in a tax-conscious manner.

Traditional advisors focus on maximizing pre-tax returns, but they miss a big part of the picture: The average American pays $10,489 annually in income taxes1.

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Tax Smart Investing Process

Tax Smart Investing Process

To ensure that your financial plan aligns with your objectives, we start with your goals and work backwards. We plan with you for the long haul by understanding your priorities and establishing your financial objectives. Based on your input, we employ a 5-step process through a Tax-Smart lens that is focused on helping to deliver the financial outcome you desire.

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8 Points of Tax Smart Investing

8 Points of Tax Smart Investing

We firmly believe that all financial decisions are, at their core, tax decisions. That’s why we utilize an 8-Point Tax-Smart Framework for wealth management to help give you a unique advantage in your planning and to help you maximize your financial potential by keeping more of what is yours.

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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