Please find below my Sensible Strategies to Reduce Your Taxes guide. You can also download it by clicking here or the PDF image on the left below.

Basic rules of thumb are helpful, but I find holistic financial planning is the best way to mitigate taxes and get the most out of your retirement and investment dollars. I have extensive experience in this area and have found opportunities that even the most sophisticated financial planning software packages miss.

Please feel to reach out and schedule a free consultation. I would be happy to learn more about your particular situation and offer feedback to help you improve your financial outcomes. Of course, I would also be delighted to explore ways in which we could work together.

Download PDF

Download PDF