Our tax strategy team is at your disposal.

What is your plan to minimize the taxes you and your family pay now and in the future? As part of our retirement planning process, we evaluate your current tax liabilities and partner with either your CPA or one of the CPAs we have a strategic partnership with, to develop a strategy to minimize taxes. 

Tax planning is also an integral part in planning your legacy and can directly impact the amount of wealth you will be able to hand over to your heirs and beneficiaries. We recommend taking steps to ensure that your customized retirement plan is able to take advantage of any possible tax credits and deductions to help secure and maintain what you’ve worked hard to save.

Utilizing the help of certified public accountants (CPAs) is an important step in the tax minimization process. A good tax planning professional can help monitor tax law changes specific to your retirement plan, provide sound and dependable tax strategy recommendations, and serve as your advocate in tax matters.

Paladin Financial does not offer tax planning services.