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Financial & Tax Planning

As comprehensive wealth and tax planning professionals, we help you get a handle on your entire financial life.

We help you preserve your assets by taking appropriate risk with your investments, minimizing income taxes with smart tax strategies, and protecting what you’ve worked hard to accumulate via estate planning and insurance analyses.

By understanding your long-range plan, we can help you strategize how to get where you want to go, and we can find ways to ensure that your assets will allow you to enjoy your lifestyle and achieve everything that is important to you and your family.

Long-term planning includes setting your retirement date, projecting your living expenses and income, and then implementing and monitoring your plan. It also includes maximizing employer benefits, such as pension plans and tax-deferred plans, like 401(k)s. If you are self-employed, we can help you make the most of other tax-mitigation strategies and retirement savings vehicles.

Insurance planning—also known as risk management—can help protect your assets from a catastrophic loss. You don’t want too much insurance or too little. But you do want to cover loss of income or large expenses from events that could harm your health or wipe out your savings.

Short-term liquidity planning balances your cash flow needs with your time horizon to ensure that big purchases are stress-free.

Take the first step. Call or email us to get started.

Preserving the Wealth of Successful High-Tech Community Members
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Preserving the Wealth of Successful High-Tech Community Members
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The BE WISE Planning Strategy
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The BE WISE Planning Strategy
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