If I were to ask you if you are paying too much in taxes, what would you say? As adults, one of our single largest expenses is our tax bill. All too often, we’re unaware of what we could be paying, especially if your investment strategies are not designed in concert with your tax strategies. I am a registered investment advisor representative and a CPA.
The taxes that you’re paying, especially as you approach retirement, are a valid concern. Therefore, Madrona Financial
partnered with our affiliate company Bauer Evans, Inc. P.S. can help design an investment strategy to help avoid unnecessary taxes. At Madrona Financial Services, we work hard to give you the best return on investment within your nest-egg, and we want you to keep as much of it as you can.
Our clients learn quickly that tax planning just doesn’t happen once a year. We make sure that there’s a tax plan for every financial plan, and every family. We use some of the latest technology to find ways to improve efficiencies within your plan, ultimately reducing your tax burden. We incorporate this into our income planning meetings because every dollar you save today should be worth more tomorrow. In the world of investing, it’s not just about what you make, it’s about what you keep. You may have an investment plan, but if you don’t have a tax plan you could be wasting thousands of dollars. If you would like to schedule a no-obligation, comprehensive financial and tax review, please complete a form on this website and a friendly member of our staff will contact you.
