Taxes are like salt – they are sprinkled everywhere in your financial plan.
Too much salt, the meal is ruined and your health suffers. The most efficient use of salt to maximize flavor … delicious!
We love helping our clients with finding the most tax efficient path from here to meeting their goals. Taxes are key, because they are sprinkled everywhere through a plan and often times acts as the connective tissue between various sectors of plan that help point us to the best course of action.