Tax Smart Investing & Planning jobs and careers

About Tax Smart Investing & Planning

Accounting principles examine what has already occurred, Financial Planning principles examine what has yet to be. It’s time for your financial advisors to use a tax lens in every conversation. We provide advanced tax planning strategies to approach wealth management proactively in an effort to achieve the best possible tax efficiencies of asset allocations of taxable, tax-deferred, and tax-favored investments. We direct our business practice towards the applicable legal, ethical and beneficial tax strategies that can reduce tax drag and enhance after-tax investment returns. We designed our practice around our client's needs. It is, for this reason, we that we provide an advice-based model for flat-fee financial advice, a fee-based model for assets under management, or a solutions-based model to allow our clients to decide which model of services suits them best. We are an independent advisory firm with no ties to any particular family of funds, investment products, or money managers. We use independent third-party custodians for your assets for the purposes of safety and security, as this furthers our fiduciary duty. Since we have no ties or obligations to any given organization, we are free to appraise any and all the best options that suit your financial goals. In that same vein, we work closely with your accountants, CPAs, attorneys, and other business professionals in coordination of your needs. We provide services to both individual and business clients, including but not limited to: investment advisory services, personal and coordinated planning services, financial planning, retirement planning, business planning, estate planning, trust planning, and tax planning. Your financial decisions should indeed come from a place of trust with your advisors, but also a clear understanding of the short and long-term implications as well as the inter-relational aspect to the overall financial plan. We prefer to make you an active participant in the process.