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I bring a solutions-focused approach backed by nearly two decades of expertise. Whether you need support interpreting evolving tax regulations, identifying credit and deduction opportunities that optimize financial outcomes, or navigating major financial events, I can help.
With custom planning I begin by analyzing your full financial picture, including income sources, investments, retirement accounts, and future goals. From there, I develop a custom tax savings plan that identifies opportunities to reduce lifetime tax liability, improve cash flow, and align tax decisions with long-term objectives. This includes coordinating investment strategy and retirement planning through a tax-focused lens, so decisions made today support income efficiency and flexibility later.
I bring a solutions-focused approach backed by nearly two decades of expertise. Whether you need support interpreting evolving tax regulations, identifying credit and deduction opportunities that optimize financial outcomes, or navigating major financial events, I can help.
With custom planning I begin by analyzing your full financial picture, including income sources, investments, retirement accounts, and future goals. From there, I develop a custom tax savings plan that identifies opportunities to reduce lifetime tax liability, improve cash flow, and align tax decisions with long-term objectives. This includes coordinating investment strategy and retirement planning through a tax-focused lens, so decisions made today support income efficiency and flexibility later.