A tax-sensitive approach to financial planning

We can work with you and your other professional advisors – accountants and tax attorneys – to help mitigate the impact of taxes. By developing and implementing strategies designed to lessen or shift current and future tax liabilities, we can improve your prospects for meeting your financial objectives. Tax planning can also play a large role in the amount of wealth you will be able to someday transfer to your heirs.

Tax-efficient investment planning

Tax-efficient investment planning is crucial to ensure you gain maximum benefit of every dollar of your hard-earned money. This may involve deferring taxes through different types of investments, but it can also involve structuring investments within your accounts to benefit from the lower taxation rates on specific types of income, such as dividends and capital gains.

As part of our financial planning process, we will review your portfolio to help ensure that tax efficiency is maintained at all times. This includes reviewing current as well as future tax liabilities.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.