Even though the federal government seems to have found a solution to avoid the fiscal cliff for the time being, what about you personally? So much has changed in the tax laws, it’s nearly impossible to know which end is up. You practically need your own personal guide to determine which path to take when navigating through all the new regulations.
Even professionals can be confused about all of the ever-changing tax laws, but that’s their job, and the good financial planners and tax advisors make it their business to know how to make their clients’ money work harder for them. Accruing this knowledge requires constant education and reeducation, as well as regular consultations with clients to identify their needs and see if their plans have changed. In short, to stay ahead of the game and provide exceptional customer service requires commitment.
Did you know that the financial advisors at Eaton-Cambridge are qualified to speak with our clients about taxes? We include tax planning into the financial planning discussion because we know how vital it is to overall success. Too often, financial planners don’t have a working knowledge of tax laws and planning, so they either overlook the discussion or bring in other professionals, sometimes missing components that would be included without as many people on the team.
We create value for our clients by providing both tax and financial planning. We look at your portfolio from a comprehensive viewpoint and take into consideration all aspects of where your money is going, this year and into the future. We help you keep more of your money and put it into investments that make sense for your unique goals, whether those include a retirement fund, college planning, or the estate you intend to leave behind.
Contact us at Eaton-Cambridge to schedule an appointment and learn how a full base of knowledge can help you get a firm handle on your financial future.