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Taxes

“Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes.”

~U.S. Court of Appeals judge Learned Hand~

Investing is important. We firmly believe this to be true – but sometimes we put the focus on the wrong things. It is our belief that “what you make” is not as important as “what you get to keep.”

We are committed to helping each of our clients reduce their tax bill whenever possible.  Whether you are a retiree, a pre-retiree, or a business owner, you may have the opportunity to reduce your tax bill. If you think you may be paying too much in taxes, or if you are worried about a potential tax liability in the future, our financial planning may help.

Advisory services offered through MasterPlan Retirement Consultants, Inc. Insurance services offered through Fricks and Associates, Inc. Tax services offered through MasterPlan Tax Services, Inc. The aforementioned are affiliated companies.

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