Tax-Aware Financial Planning

Tax-aware financial planning is designed to consider tax implications as part of your broader plan, in coordination with your tax professional.

Who this may be appropriate for

Individuals who want their financial decisions considered alongside tax implications rather than separately.

Common planning considerations

• How the timing of certain decisions may have tax implications
• How account types and withdrawal sequencing may relate to tax considerations
• How to coordinate planning conversations with your CPA or tax preparer

Our approved process

1. A discussion of your financial goals and current tax situation, at a high level
2. A review of how current accounts and decisions may relate to tax considerations
3. Coordination with your tax professional; we do not prepare tax returns or provide tax advice

Who we work with

• Business Owners
• High-Net-Worth Families

Areas we serve

• Cleveland
• Solon

Frequently asked questions