Tax Planning

No one likes taxes. But the advice of a financial planner can help with the selection of products and services that help ease the burden.

Charitable contributions, life insurance policies and investment products purchased through products like 401(k) Retirement plans or 592 Qualified Tuition Plans can all be useful tools in an effective tax strategy. It is important to design a tax plan that fits one’s personal needs.

Choose from a variety of products and services, such as:

Income-splitting for spouses or common-law couples.

Charitable donations, which benefits important not-for-profit work and allows donors to maximize tax credits.

Life insurance products that build tax-advantaged capital for retirement.

Investment products that provide for tax benefits, such as those purchased through 401(k) Retirement Plans or 529 Qualified Tuition Plans*.

Contact us today to learn more about tax-planning products and services that are specifically tailored for your needs.

*Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing