Client Login
Contact Us
Are you ready to take control of your financial future? Contact us today to schedule a confidential, no-obligation consultation and take the first step toward achieving your goals.
5018 Sawyer Cove Way
Windermere, FL 34786
Taxes can erode your long-term wealth, but a sound strategy can reduce the tax burden of each financial decision.
How tax-efficient are your current investments? If you’re not sure, you may be missing out on significant savings and better investment options. A tax-efficient portfolio can increase net returns, preserve your wealth or increase your cash flow, all of which better position you to achieve your financial goals.
Taxes are interwoven across all aspects of financial planning, which is why we ensure your financial plan incorporates tax benefits, accounts for tax consequences and shields you from unnecessary tax exposure.
We also help you navigate new laws and regulations, and prepare you to meet with your accountant to file your annual tax return. We are not attempting to replace your accountant or become your tax expert. Instead, we believe in teamwork, sharing information and working collectively for your benefit.
Taxes can erode your long-term wealth, but a sound strategy can reduce the tax burden of each financial decision.
How tax-efficient are your current investments? If you’re not sure, you may be missing out on significant savings and better investment options. A tax-efficient portfolio can increase net returns, preserve your wealth or increase your cash flow, all of which better position you to achieve your financial goals.
Taxes are interwoven across all aspects of financial planning, which is why we ensure your financial plan incorporates tax benefits, accounts for tax consequences and shields you from unnecessary tax exposure.
We also help you navigate new laws and regulations, and prepare you to meet with your accountant to file your annual tax return. We are not attempting to replace your accountant or become your tax expert. Instead, we believe in teamwork, sharing information and working collectively for your benefit.
We provide tax-efficient recommendations related to:
- What types of securities to hold in each of your investment accounts to increase your investment return while deferring or eliminating taxes.
- When to sell certain assets to lower your tax liability or offset gains and taxable income.
- Which assets to liquidate and from which accounts to yield higher net returns.
- The tax consequences of different trust structures and how you can strategically implement trusts into your financial plan.
- How to structure your retirement withdrawal strategy, including when to draw from certain accounts to maximize your retirement.
We provide tax-efficient recommendations related to:
- What types of securities to hold in each of your investment accounts to increase your investment return while deferring or eliminating taxes.
- When to sell certain assets to lower your tax liability or offset gains and taxable income.
- Which assets to liquidate and from which accounts to yield higher net returns.
- The tax consequences of different trust structures and how you can strategically implement trusts into your financial plan.
- How to structure your retirement withdrawal strategy, including when to draw from certain accounts to maximize your retirement.
JMK Wealth Advisors and its affiliates do not provide tax or legal advice. Be sure to consult with your own tax and legal advisors before taking any action that may have tax or legal consequences. Any tax plan should be reviewed by an attorney or CPA who specializes in taxes and is licensed to practice in your state.
Want to know how tax-efficient your investments are? Contact us
“A person doesn’t know how much he has to be thankful for until he has to pay taxes on it.”
Ann Landers
Ready to take the
next step?
