We're dedicated to providing comprehensive planning advice through a tax-focused lens, and we're backed by Avantax, the firm that pioneered Tax-Smart Investing^TM  over 30 years ago.

What is Tax-Smart Investing?

Tax-Smart Investing^TM is a financial planning strategy where we focus on after-tax outcomes. Our goal is to use the right asset allocation, tax-efficient investment products and tax-conscious financial planning solutions to maximize your net return instead of focusing solely on market gains. 

That means not only are we designing solutions to help you accumulate assets, we're also applying the right strategies to help you keep more of what you own and earn.

Financial Planning Strategies Through a Tax-Smart Lens 

Annual Tax Management - Tax-loss harvesting, proper asset allocation and investments that help minimize taxes on capital gains can all be used to offset your annual tax liabilites.

Social Security Planning - We'll identify the most advantageous distribution of your social security benefits based on 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 owe during the accumulation phase so more of your money can grow tax-free.

Retirement Income Distribution - Careful planning of which accounts you draw from first during retirement can help 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 wealth and help ensure that your loved ones are provided for.

Understanding and implementing tax strategies should be part of any comprehensive financial plan.

We can help you protect what you have and accumulate wealth more effectively with tax smart strategies for every phase of life.