In many cases it is not how much money you make, but how much you keep. Uncle Sam certainly wants his slice of the pie. But you will need certain tax strategies to insure that you are not volunteering more than your share. Does that mean you should be investing in tax free products? Not necessarily. What about tax deferred products? Not necessarily. Taxable products? Not necessarily. The point is that all three of those ideas may be best for you in some combination. Saving money on taxes is a perfect example that one size does not fit all.
We are licensed professional advisors and can offer you a wide variety of financial plans tailored with tax strategies designed to take advantage of tax savings.
Vitucci & Associates has a team of partners and employees that actively manage your investments, whether those investments are tax free, tax deferred or taxable. We call it active asset allocation. We monitor market indicators throughout the world every day and make buy and sell decisions for you based upon your individual risk level. You can monitor the progress of you investments on line 24/7.
Please feel free to call and schedule a no obligation, no cost tax strategies consultation at any of our Bay Area offices.
*Services offered through Vitucci & Associates Insurance Services. Advisors may charge a commission when acting as a Registered Representative in a brokerage account.
Active Asset Allocation does not guarantee a profit or assure favorable results. It does not eliminate the risk of investment losses. United Planners does not provide tax or legal advice.