Broker Check

High-Earner Tax Consultation

High-Earner Tax Consultation - $300 for 90 minutes of interactive tax planning together.

Who is this for?

This is ideally for those who are earning what they consider a large income for themselves and are looking for Tax strategy ideas.  

Examples of Topics:

  • Could I save more on my taxes?
  • How will Tax policy changes affect me?
  • How can I be Tax efficient with my Stock Options that are vesting?
  • How can I be Tax efficient in my Trust?
  • How can I create a Tax efficient Estate?
  • Could I utilize Tax Gain-Loss Harvesting?

Take it to the Next Level!

Provide supporting documents, Investment statements, or Insurance policies if you would like to learn more about our Financial Planning Services.