Services • Tax Planning

Guard Your Wealth from Excess Tax

Protect your wealth from unnecessary taxation and have your investments managed with tax planning in mind. Our experienced financial advisors will help you determine the most efficient tactics to minimize your taxes. From annual household income to investments, trusts, or estates, an advisor will review your entire financial picture to establish the best short-term and long-term tax planning decisions that match your financial goals.

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Our Approach to Tax Planning

Utilize appropriate retirement accounts to minimize current and future taxation

Manage non-retirement investments to reduce ongoing taxation (including Tax Loss Harvesting)

Utilize investments that offer tax credits (as appropriate)

Annually review tax returns to ensure maximum tax benefits

“Jesus said to them, ‘Render to Caesar the things that are Caesar’s, and to God the things that are God’s.'”

MARK 12:17

Request Your Tax Planning Meeting

At The Life Financial Group, we are passionate about helping individuals protect their wealth from unnecessary taxation. Please complete the following form and a financial professional will contact you to schedule your meeting.