1776 Boston Turnpike
Why Choose a Firm That Specializes in Tax-Smart Wealth Management?
It takes a qualified tax professional with investment knowledgeand the right tools and resources to keep ahead ofchanging regulations and efficiently apply tax-focusedstrategies. Most of our Financial Professionals are also TaxProfessionals (or partner with tax experts) to provideyou with holistic planning solutions.
Financial Planning Strategies Through a Tax-Smart Lens
The goal of Tax-Smart InvestingTM is to use the right asset allocation, tax-efficient investment products and tax-consciousplanning solutions to help you keep more of what you earn. Instead of simply focusing on market gains, we seek ways tobuild both wealth AND protect it with a carefully honed selection of tax strategies.
• Tax Management – Tax-loss harvesting, proper asset allocation and investments that help minimize taxes on capitalgains can all be used to offset your annual tax liabilities.
• Social Security Planning – We’ll identify the most advantageous distribution of your social security benefits basedon your income needs, accumulation of assets and how you manage your finances.
• Pre-Retirement Income Planning – We can apply annual and long-term strategies to lessen the taxes you oweduring the accumulation phase so more of your money can grow tax-free.
• Retirement Income Distributions – Careful planning of which accounts you draw from first during retirement canhelp ensure that your money goes toward paying for your lifestyle instead of taxes.
• Leaving a Lasting Legacy – Focusing on tax mitigation for next-generation planning can avoid eroding family wealthand help ensure that your loved ones are provided for.