Integrating Tax Planning into the wealth management and retirement planning process is imperative to achieve optimal results. Virtually every aspect of a client’s plan involves taxes in one way or another.

CPAs generally provide reactive filing rather than proactive strategy. Advisors generally avoid tax planning out of compliance, lack of knowledge, or both.

This has left a chasm between the financial planning and tax preparation worlds, and created a need many clients value yet are unable to resolve.

My goal is to provide excellent tax-smart financial advice that aligns to Biblical advice and challenges clients to consider what is most important to them.