Everyone loves surprises when they are good! But, no one wants to be surprised in April to see how much they owe the Internal Revenue Service.
Sapphire Wealth Planning prepares an income tax projection each quarter to help ensure that you are on track throughout the year. No more April surprises!
Looking long term, tax planning will have a significant impact on the amount of wealth you will be able to transfer to future generations. After all, an impactful piece of retirement planning is determining your current and future tax liability. Together we can developing strategies to minimize the amount of taxes you pay in retirement.
The next piece of a comprehensive financial picture is investments, particularly in managing the risk in your portfolio at the level needed to meet your long-term financial goals.Investment Management >>