Tax Planning Strategies

Nearly all financial decisions have tax ramifications. Tax liabilities associated with income, estate, gift and various state, excise and sales taxes can take a real toll on your wealth. Our team of experienced professionals can help coordinate the various aspects of your financial plan to help maximize tax-efficient strategies in line with pursuing your overall financial goals.

*Jacques Bolivar, Pharaoh Financial Group and LPL Financial do not provide any tax advice. Please consult a qualified tax advisor.