One of the largest expenses retirees have is taxes, so minimizing the impact of taxation to the greatest extent possible on income, investment returns, and the estate, as well as maximizing income from your qualified retirement plans through tax-efficient distributions, is a critical part of our financial planning process.

Since both our advisors are CPAs, we are uniquely qualified to offer counsel in this area, making sure you pay every dollar you’re legally obligated to — but you don’t provide a “tip” for Uncle Sam.