tax planningTax Planning

Our planning professionals are specifically trained to understand the tax impact of each financial decision you make. Our team of professionals includes those who have achieved their Certified Financial Planner™ certification, who can see to it that your individual or business tax situation gets the attention and expert guidance it deserves.

Our clients look to us to help reduce their current tax liability through the construction of tax-smart portfolios and in future tax liabilities that might impact their heirs. We consider tax planning to be a crucial part of any comprehensive financial plan.

Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.