Purpose Comprehensive Wealth Management

Tax Preparation versus Tax Planning.

Tax Preparation= an annual required task

Tax Planning= working with your advisor and CPA to create legal strategies that help you minimize lifetime taxes by paying at the lowest overall rate.

Is your advisor....

*Creating a strategy to help you keep more of what you earn?

*Evaluating the most effective distribution strategies for you pre and during retirement?

*Positioning specific investments in these buckets? (Taxable, Tax Deferred, Tax Free)

*Making sure you don't have a tax bill from your Mutual Funds in 2022?

*Helping you transfer wealth to your children in the most tax efficient manner?

*Small Business Owners *High Income earners *Pre-retirement and early retirement planning *Loss and gain harvesting *Tax Bracket maximization *Roth Conversions *Income deferral

Aaron Olson
Wealth Manager - Owner