Tax Strategies

One of the things we are always keep in mind, is how the construction of a portfolio will impact our client's tax situation. We want to make sure the portfolio is a perfect match to goals and objectives and in addition does not create unwanted taxes, whenever possible, and where it makes sense based on our client's objectives. We will work to create appropriate and suitable strategies that allow our clients to potentially defer as much in taxes as legally possible. Whether it is through municipal bonds, annuities, qualified plans, or advanced insurance strategies, we will work with you in an effort to potentially lower your yearly tax burden.

LPL Financial does not provide tax advice or legal services. Please see your professional tax advisor regarding your specific situation.