I've been blessed to the max throughout my career in professional golf as well as my year's in ministry to rub shoulders with some pretty incredible people. Jeff has helped us plan for the future...words alone cannot express our gratitude.
Gary's Financial Balance presentation was the deal clincher for us. It is amazingly comprehensive, yet very easy to follow. He is very professional and knows his stuff. We simply have never had that level of confidence or trust in the motives with other financial counselors.
I have known Jeff and been a client of his for over 20 years (not to age myself). He has been a mentor and an inspiration while undeniably helping me to increase my net worth.
Gary and Jeff have helped me realize my dreams of retiring from the State of California and starting my own business.
From the moment Gary began assisting me with my financial requirements I knew I had struck gold! Thank you Gary!
Tax Solutions
We have a strategic partnership with Gradient Tax, LLC. We utilize their exclusive team of CPA’s to provide you with tax planning, preparation, and filing services. We will provide you with proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals. Proactive tax planning allows you the opportunity to minimize your tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.
Tax Planning Services:
- CPA Prepared Roth Conversion Analysis
- CPA Prepared 2nd Opinion Prior Year Individual and Business Tax Return Reviews
- CPA Prepared Year-End Tax Filing Services
- 1040 Tax Optimization Reports
- Personalized Tax Reduction Reports
Retirement Portfolio Tax Management: In retirement, taxes are often your largest tax liability. We evaluate your options for tax-free distribution strategies as a countermeasure.
Annual Income Tax Management: Initial and ongoing evaluation of income tax return to ensure you are taking advantage of all opportunities to reduce your annual tax liability.
Contact Us for a free initial consultation.
