Put together a customized tax strategy that better prepares you for the future
When you first begin investing, you might believe that the biggest threats to your wealth are risks from market changes or bad investments. These certainly can wipe out your earnings if you do not take the proper steps to mitigate them. However, taxes can also pose a real financial threat. Tax planning services can help you take proactive steps to reduce your tax burden.
Many tax planning strategies provide mutual benefits to other businesses and even nonprofit organizations. For instance, donating tangible items is one of the ways we help clients reduce tax debts.
There is no one strategy that works for all our clients. To ensure we come up with a strategy that is suitable for you, your financial advisor generally does the following:
At Eastgate Financial Group, we always begin with a thorough review of your financial situation and risk tolerance before drafting tax planning strategies. Contact Us for more information.
Eastgate Financial Group and LPL Financial do not provide tax advice or services. Please consult your tax advisor regarding your specific situation.