Tax Planning

You’ve heard the saying that there are only two things we can count on – death and taxes. Even though taxes can’t be eliminated, there are steps you can take to minimize them.

Every well-thought out financial plan includes an underlying tax planning strategy. Before any recommendations are made, or actions taken, the tax implications must first be considered. Taxes, like inflation, are the hidden enemy. Failure to take them into account when making investment, estate or retirement decisions could prevent you from achieving your financial goals.

At Hirst Financial Independence Planning our tax planning goal is simple. We want to help you retain as much of your income and assets as possible by minimizing your taxes. Your financial plan will incorporate tax minimization strategies that address your specific situation. These strategies will underlie the financial recommendations we make and are designed to keep more of your money in your pocket…legitimately.

We have a team of CPA’s who serve as a resource we can access at any time.

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