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Wealth Associates

Life's Short... Plan Well

Financial Planning Tools


When a third of our wealth creation goes to paying taxes throughout our lifetime, there may be no more important area to focus on than "tax efficiency." This does not mean eliminating or avoiding necessary taxes but rather managing your tax burden to minimize its impact on your long-term wealth building strategies.

Half the battle with taxes is knowing where to look for savings and tax reduction. Our tools will help educate you in the various methods of creating tax efficiency by partnering with your tax advisor and being a continuous advocate for your tax planning strategies. Too often people rely on their tax preparer to provide proper tax planning strategies and are disappointed when they don’t achieve their desired tax reduction goals. We provide guidance in helping you co-manage this key financial planning area with your tax advisors.

Tax Planning Resources

1. Personal Taxes - Snapshot

2. Practice Taxes - Snapshot