Imagine a crew team where one or two rowers were out of sync. They would certainly not be rowing as efficiently as possible! In order to give the best advice as “fiduciary advisors,” we must take a complete and holistic perspective of all financial matters when working with our clients.
Tax minimization is more than just simply maximizing the amount of money you keep in your pocket at income tax time. It is a long-term engagement and an important component of the overall financial planning process.