Tax Planning Services

We are passionate about helping people align their resources with what they value most to live a meaningful life. Life is meant to be enjoyed. It’s not about the money.”

John Stephens, CFA, CFP Advisor

Tax Planning Strategies from TCI Wealth Advisors

Taxes aren’t just something you should think about during tax season. Rather, taxes should be integrated into your long-term financial plan. That’s exactly what we at TCI do for our clients.

 

Rather than considering taxes as an afterthought, we believe in finding strategies that help reduce your tax burden. We also know that every client can save tax dollars with custom strategies. Tax planning can help protect your income, your long-term retirement plans and even your legacy and estate plan. TCI’s advisors and wide network of tax planning experts are here to help you find tax planning strategies that strengthen your wealth and lower your tax burdens. We also partner with our clients’ CPA professionals to identify and execute on the best outcomes.

Tax planning for today and tomorrow

The tax code changes every year, which means that income tax brackets, exemptions and deductions, money withdrawals and transfers and other elements of your financial plan can be impacted. While everyone wants to reduce their tax burden on a daily and monthly basis, our job at TCI is to find tax planning strategies that help you optimize your current income, as well as preserve accumulated wealth.

 

Clear tax strategies

 

Financial planning is about more than creating investment accounts; it requires an in-depth knowledge of taxes, insurance, estate planning and more. You deserve a team of wealth advisors who understand your financial goals and the connected tax burdens, as well as local tax laws, laws affecting the transfer of wealth and more. This will allow you and your team to find strategies that relieve some of your tax burden, while ensuring that the long-term goals for your money are not impeded by unexpected or excessive taxes down the line.

 

A thorough understanding

 

Income tax isn’t the only element to consider with a financial plan. Instead, our team of expert wealth advisors and tax strategists will get to know your goals, accounts, insurance, and other accounts to get a full picture of your tax responsibility. This includes reviewing your retirement accounts and options, expenses, stock options, beneficiaries and gifting opportunities, property and more. We also consider your age and distance to retirement, in order to advise strategies that either maximize your wealth potential or help you preserve accumulated wealth. Viewing the entire picture, we’ll create a tax plan that relieves your burden and protects your wealth.

 

Leveraging opportunities

 

Taxes, laws and regulations change all the time. We help clients understand factors like tax brackets and how this adds to their tax burden. We also educate clients on tax harvesting and the impact this can have on future gains. Rather than looking solely at single-year tax saving opportunities, TCI’s wealth advisors create a multi-year plan that identifies strategies that can support clients well into the future. Changes to charitable contributions, healthcare premiums, income tax and retirement accounts are all part of our ongoing, adaptive approach to tax planning management.

Why choose TCI as your tax planning advisors?

Taxes are confusing. Here at TCI, that’s why we work with experts in tax planning and estate planning so that you have the best, most up-to-date advice on how to protect your wealth, pay your taxes and limit your burden. Combined with our expertise in financial planning, you’ll be able to establish a tax plan that can guide your current financial decisions, as well as your long-term wealth and comfort. 

 

A team approach

 

At TCI Wealth Advisors, we work as a team to ensure that your needs are met and that your tax strategies and plan fits your wishes. Rather than sharing standard advice, our team gets to know your financial situation, goals and needs. This holistic overview ensures more accurate tax strategies. We also leverage a wide network of estate attorneys, tax experts and more to ensure your questions are answered.

 

A fee-only firm

 

TCI Wealth Advisors is also an independent, fee-only firm, which means that you’ll work with a dedicated team who know your situation and accounts intimately. As a fee-only firm, you’ll have transparency on the costs associated with your plan, and you won’t have to worry that our advice is based on commissions or hidden fees.

 

To learn more about our tax planning services and wealth management firm, contact our team of wealth advisors today. Fill out the form below or call us at (877) 733-1859 to have an advisor contact you.

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