TAX TIME ISN’T
Let us help you with year-round strategies
“Set it and forget it” is a big financial mistake. This spring, don’t just get through tax season. Create a tax plan this year and take advantage of our fiduciary advisor’s expertise. We can help you avoid surprise tax bills. Schedule a free consultation now. There are no obligations.
The one thing everyone hates
about taxes is, well, taxes.
Make it better with tax Planning
With tax season top of mind, many taxpayers realize too late that they could have taken a variety of steps to save money on their taxes. Don’t put off thinking about tax planning. It’s important to evaluate your options and outline tax planning strategies with a financial advisor early in the year. More time can mean more opportunities.
Get Expert Advice ON:
Click To Learn About Tax Opportunities
If you're Saving To Retire
401(k)'s, IRA's, Roth IRA's...What's best?
The most important step you can take right now to reduce your taxes this year may be to review how and where you’re making retirement contributions. Why? Because you may be missing out on critical tax savings (and investment growth) if you’re not optimizing your contributions. We can help you run the numbers.
If you're Investing
Capital gains & Pains
As an investor, you deserve to know the many ways taxes can impact your investments. Many investment incomes are taxable, but our team can help you understand which ones specifically apply to you so that there aren’t any surprises come tax time. It’s important to understand everything that goes into calculating what you owe when filing your return- from understanding capital gains and income taxes, to cost basis, AMT, and more.
If You're Retired
Making Your Money Last Longer
Jeff Junior, CEO & Founder
Refer to expert advice
Get started today
Schedule a free consultation today by filling out the form below. You’ll speak with a fiduciary advisor for tax & financial advice customized to your situation.
Or Call Us At 1 (800) 838-3079
Tax planning is a part of every service we offer. In fact, many of our advisors are CFP’s (Certified Financial Planners).
Our fiduciary advisors build individual portfolios customized for you. Our investment team monitors and optimizes them to grow them.
We listen and plan how to reach your goals with you. We also regularly check-in to keep you and your portfolio on track to support your retirement.
Take advantage of collaboration between our fiduciary and legal teams to provide comprehensive services.
Clients Come First
Our advisors are fiduciaries and not dually registered brokers with a 2nd agenda to make sales. That means we put clients’ best interests first always. Our fiduciary advisors can also work with one of our independent estate attorney to protect and grow your investments, creating an end-to-end strategy for assets.
Education is key
We employ individuals with the hearts of teachers who share high values. We won’t talk down to you or use fancy financial or legal jargon without explanation.
As seen and Heard On
Tax information being provided for informational purposes only and does not represent an endorsement or an approval by Trajan Wealth. Please speak to a tax professional for your specific needs.