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Tax Planning
Tax planning is an essential part of your financial plan, and it can help you make the most out of tax-advantaged savings opportunities while managing income levels to minimize taxes.
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Browse Financial Professional's to achieve your financial goals!
Jenny Shults
Associate Advisor
Chicago Partners Wealth Advisors
IL
Minimum Assets:
$100,000
Mitch Anderson
Financial Advisor
EFinancial Alliance
TN
Minimum Assets:
Leighann Miko
Founder & Financial Advisor
Equalis Financial
Minimum Assets:
David Medina, CFP, CWS, AIF, CPFA
Investment Advisor Representative
Stewardship Financial
Minimum Assets:
Phil Telpner
Founder
Breakout Private Wealth
Minimum Assets:
Nate Byers
Founder
Calculated Wealth LLC
Minimum Assets:
Elizabeth Heard, WMS™, AAMS™, CRPC™, AWMA®
Financial Advisor
Raymond James
NC
Minimum Assets:
0
David Wanja, Jr.
Financial Advisor
Financial Synergies Wealth Advisors
Texas
Minimum Assets:
0
Nicholas Guido
Partner
Chicago Partners Wealth Advisors
Illinois
Minimum Assets:
$100,000
Stefan Jackson
Financial Planner & Portfolio Manager
Jackson Wealth Management, LLC
Colorado
Minimum Assets:
$0
Matthew Ure
Financial Advisor
Defense Retirement Systems
Texas
Minimum Assets:
$0
John T. Lawton
Financial Advisor
BLB&B Advisors, LLC
Pennsylvania
Minimum Assets:
$0
Amy Irvine
Financial Advisor
Rooted Planning Group
New York
Minimum Assets:
$0
Danny Michael, CFP® RLP® MSBA
Financial Advisor
Satori Wealth Management, Inc.
California
Minimum Assets:
$0
Michael Schwartz
Financial Advisor
Schwartz Financial
Pennsylvania
Minimum Assets:
$0
KEREN LOPEZ
Financial Advisor
BULLEN, RUCH & NELLER
California
Minimum Assets:
$0
Lane Mullinax, JD, CFP, MBA
Financial Advisor
NPV Advisory Services, LLC
Georgia
Minimum Assets:
$0
Luke A. Jacobson, CFA
Financial Advisor
Presidio Capital Management
California
Minimum Assets:
$0
James (Jim) Ludwick
Financial Advisor
MainStreet Financial Planning, Inc.
California
Minimum Assets:
$0
Stephen Nelson
Financial Advisor
Birchwood Capital
California
Minimum Assets:
$0
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