Tax Planning

As part of your overall wealth management strategy, Main Street Financial Life Advisors accounts for how investment decisions will be impacted by taxes (and vice versa), and creates tax-efficient strategies for you. In addition to minimizing income taxes, proper tax planning can help reduce eventual estate taxes, maximize retirement funds, reduce your children’s education costs, and help manage cash flow to meet your financial objectives. We are continually monitoring tax laws, and making adjustments to take new tax laws into consideration. Our affiliation with Roman & Company, LLC (Certified Public Accountants) complements our tax planning services.

For more information on Roman & Company, please visit www.roman-cpa.com.

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