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Tax Planning

At Optimize Financial, we believe that as you continue to grow your wealth paying taxes is unavoidable but we also understand that you want to make sure you are taking advantage of every opportunity to minimize your taxation and maximize your wealth.  We work with your CPA to model different tax-efficient strategies so that we can make the most appropriate and tax-efficient recommendations.

We will also assist you in maximizing your contributions to tax-advantaged retirement accounts in the optimal order of priority given your financial goals and also help you claim deductions and credits that you are eligible for. Knowing that you are optimizing your tax planning as you grow your wealth can give you the confidence to focus on the things that matter most!

Contact us today to schedule a consultation and discover how we can help you reach your financial goals.

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