Private Wealth Management For Select Individuals
What do you see when you look at your financial picture: a stockbroker here, a financial advisor there, a CPA in one office who refers you to an insurance person or an estate planner in other offices? From any perspective, this is a very confusing picture.
For that matter, do your accountant and your financial advisor talk to each other to discuss what you should sell for tax purposes? How about things like reducing capital gains or taking losses against ordinary income? Do any of the people you entrust with your financial future all get together with you in one room at least once a year—before December 31st—to discuss your upcoming tax preparation and its implications for you and your family’s financial future? If your answer is “No” to these questions, you are not alone.
Achieving Financial Security
At Tax Advisors Unlimited all new clients work with our tax & retirement professionals to compile a confidential financial profile based on income, expenses, individual needs, and goals. We review their previous three years’ tax returns, examine their current lifestyle, and prepare a personal tax plan. Based on this information, we will implement a sound, well-thought-out wealth management strategy to minimize their year-to-year tax liabilities, and provide them the opportunity to maintain their current standard of living throughout their retirement.
Just imagine a complete plan where all your Tax Planning, Investment Planning, Retirement Planning and Estate Planning needs are addressed under one roof.
We call it a holistic wealth management plan. Most responsible people call it common sense. At Tax Advisors Unlimited, we encourage our clients to sit down with us during the year—not only at tax time— to examine their income, their sources of income, their fringe benefit plans, their assets, their sources of interest and dividend income, and show them ways to reorganize these areas to take advantage of all the deductions that are available to them—ultimately to lower their overall tax bill.
At Tax Advisors Unlimited we look at the whole picture. Everything taxes, investments, retirement, insurance, lending, and estate
At Tax Advisors Unlimited we look at the whole picture—taxes, investments, retirement, insurance, lending, and estate—which allows clients to see their entire financial picture and to understand how wise decisions will let them keep more of their money, provide them with a healthy and solid financial outlook, and secure their family.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
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Couples may be able to head off many of the problems in a marriage that money can cause.
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Earnings season can move markets. What is it and why is it important?
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Tax preparation may be the perfect time to give the household budget a check-up.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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How federal estate taxes work, plus estate management documents and tactics.
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