Tax Planning

We know you work hard for your money.  That’s why we help our clients consciously minimize their tax liability through tax-smart investment strategies.  We partner with a third party to create a financial plan that reduces your adjusted gross income through a combination of contributions to tax-deferred accounts, taking advantage of deductions, and employing tax credits.  By helping you identify causes that are important to you, we can guide you toward thoughtful and deliberate giving.  We create a financial roadmap that allows you to strategically withdraw from taxable, tax-deferred, and tax-free accounts.

At Goodwin Financial, we will ensure that you are taking advantage of every opportunity to keep the maximum amount of money in your pocket while reducing your tax liability.  Meet with one of our advisors to learn which strategies will help you keep the maximum amount of money in your pocket while reducing your tax liability.