• Could your investment gains be taxed at a lower rate?
  • Will your heirs be taxed heavily when they inherit your assets?
  • Do you know how to benefit the most from a Traditional or Roth IRA?
  • Should you pay down your mortgage faster or hold onto your write-off?
  • Are you concerned with when and how to tap your retirement accounts?

Taxes are one of the single largest expenses we have, yet we spend so little time considering ways we can keep Uncle Sam out of our pockets. At Raymond Marx Financial, we review your tax return from a different point of view than your CPA. While your CPA looks backward to see how much tax you owe, we look forward and consider various strategies to make your plan tax-efficient.

Because every financial move you make has tax implications, it goes without saying that if you had a professional team offering tax efficient planning advice in concert with your investment management, retirement and estate planning, your savings could be staggering.

If you would like to see for yourself how you can reduce your tax bill with tax forward planning strategies, our friendly and knowledgeable staff are ready to take your call and schedule a complimentary review. We look forward to the opportunity to help you keep more of your hard-earned cash where it belongs: in your wallet.

Complimentary Comprehensive Financial Review