it's not what you make, it's what you keep
A major part of any financial plan revolves around tax planning. We recommend first understanding the tax impact of any portfolio changes before any making any adjustments.
We believe in proactive tax planning and that an initial tax review can help us understand your situation to help identify preliminary steps to take in your overall account management. It isn't uncommon for us to recommend tax savings strategies that more than cover any investment management fees that are assessed on your account.