At Pantheon Wealth Planning, we understand the value in making the most of Saratoga tax-efficient investments. A sound financial approach for our clients includes developing a good understanding of how to manage your tax bill. Saratoga portfolio planning that makes sense includes the careful consideration of tax ramifications on your overall investment portfolio.
Our clients learn that sometimes taxes can be deferred and others can be carefully managed through Saratoga tax-efficient investments. Tax legislation often changes and has changed in major ways at least 80 times since 1940. Any time a tax law, such as the Saratoga death tax, changes it can affect Saratoga portfolio planning. Our firm helps each client stay informed about current tax legislation in order to effectively mitigate tax liability. This tax practice is wise on a personal or business level.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. We may not offer all services directly but will assist with a referral when necessary.
Small Business Planning
Many of our clients own and operate small businesses. We partner with each business owner to help create an individualized financial business plan seeking to maximize growth potential and minimize loss. For example, the concept of Saratoga succession planning is essential for developing internal people who can step into key leadership positions when transitions are made. There are other key factors required for the success of any small business. We discuss these key factors at length with our clients.
For example, as an employer, it is important to know the tax benefits associated with the right kind of Saratoga group health insurance and group dental insurance for employees. We also collaborate with clients to devise business employee retention plans that keep the small business thriving. If you are like many other small business owners, you will be relying on the cash flow from that business as a source of Saratoga retirement income. Maximizing the income revenue from the business is something that can only come with consistent, focused planning over a long period of time.
We Are Here To Help You Navigate
Working out a strong financial plan for wealth management requires extensive knowledge about Saratoga tax-efficient investments. We understand that managing tax-favored investments, meaning those that are both tax-exempt and tax-deferred, can seem like more of a hassle than it’s worth. We are excited to help you navigate the unfamiliar territory and strengthen your wealth portfolio along the way. We invite you to call us today at 408-404-8282. Allow us to schedule a complimentary initial consultation session with you.
Pantheon Wealth Planning, nor LPL Financial provides tax or legal advice.