Consider This Program with Joe Clark, CFP and Aaron Rheaume.
In this segment we will cover:
Tax reporting is what we are all doing right now. Tax planning is what you did before the end of the year. Reporting tells the IRS the tax story of last year. Tax planning prepares the story for you to find maximum tax efficiency.
Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001
Wealth Management & Financial Planning
If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.
Submit your question, and you might just hear it on an upcoming episode of “Elements in Focus.”
The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.
