Location Optimization
Think About The Way You Invest
Location Optimization
Certain types of investment accounts (e.g., taxable, Traditional IRA, Roth IRA) have different tax treatment. Certain types of investments create taxable events (e.g., dividends, interest payments, capital gains). When possible, we manage which types of investments are held in which types of accounts to optimize tax-efficient investing.
Our Approach
Assess
Assess
We take the time to understand your needs, wants and wishes.
Educate
Educate
Money is a tool. We will develop a plan for you and show you what you can accomplish with this tool. We are passionate about educating our clients about all financial related matters.
Achieve
Achieve
Once we have an understanding of your goals and how to accomplish them, we will implement the recommended strategy.
Assess
Assess
We take the time to understand your needs, wants and wishes.
Educate
Educate
Money is a tool. We will develop a plan for you and show you what you can accomplish with this tool. We are passionate about educating our clients about all financial related matters.
Achieve
Achieve
Once we have an understanding of your goals and how to accomplish them, we will implement the recommended strategy.
