Our pro-active approach helps you create a financial plan that not only achieves your financial goals but also helps minimize your overall tax burden- both now and in the future. Unfortunately, too many financial firms pay lip service to truly integrated tax planning but fail to deliver on their promises. At Leavitt Group Private Wealth Management, we excel at advanced tax management and structuring. Our concentrated focus on integrated tax planning and tax minimization better position our clients' future, irrespective of stock market direction. Since taxes are a major factor in achieving your financial goals, every aspect of the planning process will have a focus on tax efficiency.
If you own a corporation, tax planning becomes even more crucial. Knowing how to best get money out of your corporations tax efficiently will have a significant impact on your future financial position. Our team works closely with you and your accountant to ensure your plan is in a tax-efficient position now and in the future.