𝐓𝐚𝐱 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐟𝐨𝐫 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐈𝐧𝐜𝐨𝐦𝐞
Being amongst the 5.6% of CFP® professionals under 30, I’m dedicated to life-long service for you and your family.
https://www.cfp.net/knowledge/reports-and-statistics/professional-demographics
My main objective is to 𝒎𝒐𝒏𝒊𝒕𝒐𝒓 𝒄𝒉𝒂𝒏𝒈𝒆𝒔 𝒊𝒏 𝒕𝒂𝒙 𝒍𝒆𝒈𝒊𝒔𝒍𝒂𝒕𝒊𝒐𝒏 𝒂𝒏𝒅 𝒑𝒓𝒐𝒗𝒊𝒅𝒆 𝒎𝒚 𝒄𝒍𝒊𝒆𝒏𝒕𝒔 𝒘𝒊𝒕𝒉 𝒆𝒇𝒇𝒆𝒄𝒕𝒊𝒗𝒆 𝒔𝒕𝒓𝒂𝒕𝒆𝒈𝒊𝒆𝒔 𝒇𝒐𝒓 𝒓𝒆𝒅𝒖𝒄𝒊𝒏𝒈 𝒕𝒉𝒆𝒊𝒓 𝒕𝒂𝒙 𝒍𝒊𝒂𝒃𝒊𝒍𝒊𝒕𝒚.
With over 8 years of experience, I have a deep understanding of the tax code and how to use it to create customized solutions for my clients.
My goal is to help my clients take control of their financial future and minimize their tax burden, now and in retirement. With taxes on the rise, it's more important than ever to take proactive steps to reduce your tax liability. Let's talk today to see how I can help you achieve your financial goals and minimize your tax bill.