If your advisor is not helping you take advantage of our current tax window, they are simply not doing their job. We believe incorporating tax planning into your financial plan is CRUCIAL in the probability of meeting your goals, especially when planning for retirement. Which is precisely why we created our taxes office.
CONTACT INFORMATION
Google+: https://www.google.com/maps?cid=14578366358309817635
Phone: (602) 449-0146
Address: 4310 E Cotton Center Blvd #120, Phoenix, AZ 85040