Wealth Management and Accounting Synergy
True or False – It’s not about what you make, but what you keep?
At Strategic Financial Group, we believe that wise investment management is not possible apart from wise tax management. To us, real return is only realized after management fees and taxes are subtracted from gains. “It’s not about what you make, but what you keep”, is a powerful, valuable, logical principal that on paper most financial firms would say they adhere to. In practice, however, well, that can be another story.
NOT TRUE AT STRATEGIC FINANCIAL GROUP!
In an effort to serve our clients in a more strategic and comprehensive way, we have actually formed two distinct, but complimentary fiduciary firms…
- Financial Planning
- Wealth Management
- Tax Planning
- Income Taxes
The end result of the synergy is a greater value for our clients through the pro-active coordination of investment management with tax management all under one roof. Now doesn’t that just make a lot of sense?
Does your financial advisor even know who your tax professional is? If so, has he or she taken the steps necessary to meet with your tax professional to develop a coordinated, tax efficient plan? If not we’d like to show you what you may be missing!