When you plan ahead you have more control. This is especially true when it comes to taxes
Tax planning is a vital component to financial planning. At Natural Bridges Financial Advisors, we spend time on taxes throughout the year, not just during tax season. We do this because we believe that understanding our clients’ tax situation can help us give better advice on a wide range of financial decisions.
We help our annual retainer clients make decisions regarding the sale of assets, exercise of stock options, tax-loss harvesting, Roth IRA conversions and a host of other crucially important financial choices.