Broker Check
Beyond Taxes: Is There More We Could Be Planning For?

Beyond Taxes: Is There More We Could Be Planning For?

November 09, 2023
What can we plan together?

Helping you navigate the complexities of the tax code and keep more of the money you’ve earned is incredibly rewarding, and it’s a pleasure to have you as a client. But there may be more we can plan together.

Besides taxes, we can discuss additional financial guidance to help sketch out future plans and ultimately, pursue your dreams. It’s a natural extension of how we already work together, offering more comprehensive levels of advice and solutions that can help you feel more confident in your overall financial picture. This may include:

  • Investment strategies
  • Financial strategies
  • Retirement planning
  • Education planning
  • Estate planning
  • Insurance planning

And yes, we can also work together to help with the fun stuff, such as planning vacations, buying a home, and nearly anything else that’s part of your financial big picture.

You’re here for tax guidance because it makes the process easier and removes any guesswork. Having professional guidance for your holistic financial picture can give you the same assurances—so you can feel more confident that you’re on track to achieving your goals.

Please reach out if you’d like to discuss further. If you already have a financial strategy or portfolio and are working with a financial professional, let’s review together in case there’s some additional insight I can offer as your accountant.

It’d be a pleasure to take a more complete approach to helping you create a stronger financial future for you and your loved ones.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera nor any of its representatives may give legal or tax advice.