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Roth conversions, IRA & 401(k) rollovers, distribution, income, and estate planning Wealth Conservation & Tax Management Strategies...in the end...it is what you keep that counts! Approximately 16% of the taxpayers in the US pay 70% of the taxes. To be in this exclusive club you only need an income of $100,000/year. The top 33%* (income of $50,000+) pay over 91% of all taxes. With our enormous deficit and social program initiatives (Social Security, Medicare, Medicaid, etc.) as well as the seemingly unlimited government bail-outs, our taxes will continue to spiral upward to pay for this gross misconduct and fiscal mismanagement.
Don't be a victim, Financial Solutions can help. Your after-tax return (what you keep)matters most. This is the reality, and that's why we favor investments and strategies that allow our clients to keep more, and the government to keep less.
Let us help you design a cutting-edge integrated tax and investment strategy to help you defend your invested assets against inflation, market fluctuations, and the IRS. We can help you manage risk, and show you ways to defer and reduce income, capital gains, and estate taxes so that you have more money left over to live well.
If you have attained success, this is the only kind of wealth management you should have. To meet this need, each of our clients enjoy our expertise in assisting them with the following planning areas:
Additional Planning Concepts
Understand that no one or no one firm can be "all things to all people". We utilize a team approach of specialists to address each and every one of our client's goals and objectives. Depending upon your circumstances, we may elect to bring in CPA's, Attorneys, Long Term Care Specialists, and outside portfolio managers to ensure that your needs are addressed at the highest level. **Ask about our 2nd opinion CPA income tax review and tax preparation program. A recent H&R Block survey concluded 80% of all returns have errors. A 2006 GAO study stated "chain preparers made serious errors which turned out to be very costly for the tax payer." Let our CPA's review your tax returns. Contact us for details. Please click on the links to the right to learn more or call 866.240.2262 toll free or in Austin,TX call 512.280.6868. *Wisconsin Tax Payers Alliance, Oct 2006
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