Which is more effective in increasing your family’s overall wealth?

A. Increasing your Investment Portfolio

B. Reducing your Taxes

The answer is “B” – Reducing your taxes.

Consider the following. Individuals in the top income tax bracket may pay over a third of their earnings in taxes to the government each year. Large tax payments often exceed healthy gains made in an investment portfolio.

The primary focus of your financial advisory firm should be to manage your overall wealth – not just your investment portfolio.

At Strategic Wealth Planning, we reach beyond your portfolio to design and implement strategic plans to minimize estate and income taxes.