Tax Planning
It is not what you earn. It is what you keep.
No one likes taxes. Most people only think about them in April, when the year is over and the choices have already been made. Tax planning looks ahead instead, so the decisions you make this year about saving, investing and withdrawing are made with taxes in mind.
Where tax planning shows up in your plan
Saving
Choosing between pre-tax, Roth and taxable accounts.
Investing
Holding the right investments in the right accounts, and being thoughtful about gains and losses.
Retirement income
Deciding which accounts to draw from first, and managing required minimum distributions.
Giving
Supporting the causes you care about in a tax-smart way.
Passing it on
Understanding how different accounts are taxed when they reach your heirs.
We work alongside your CPA
FFG does not prepare tax returns or give legal advice. We work with your tax professional so that your financial plan and your tax return tell the same story. If you do not have a CPA, we can help you find one.
How it works
Every client goes through the same four steps.
Introductory Meeting
We identify your goals and decide together whether we are the right fit.
Exploration Phase
A deeper dive into your personal and financial situation.
Detailed Planning
An easy to follow roadmap that addresses what matters most to you.
Ongoing Aid and Advice
As your life changes, your plan changes with it.
Ready to talk it through?
Your first conversation is complimentary. We will listen, answer your questions, and decide together whether FFG is the right fit.
Book Time With Us