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Tax management and your financial plan

A Morningstar study found that over the course of nearly a century, the average investor lost 1% to 2% annually due to tax errors, an amount that could have a major impact on your portfolio over the course of your lifetime.  

In depth tax strategies are often overlooked.  A properly crafted retirement withdrawal strategy may stop you from a higher tax bracket.  Saving 5% on taxes is like adding a 5% to returns or having a 5% coupon on retirement.  

Our financial planning process continually takes into account your long and short-term tax liabilities.  Whether accumulating wealth in retirement or sending a child to school, we have a tax strategy to lower the overall cost.