7108 North Fresno Street
Tax planning is an essential component to a successful financial plan, especially in retirement. The tax code isn’t getting any simpler and we feel it is imperative to have discussions with your financial advisor regarding taxes resulting from your investments. The following are some tax planning discussions we regularly have with our clients:
LPL Financial and Veater Financial Group do not offer specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.