Individual Tax Planning

Considering tax strategies and managing your tax liability is a key component of our financial consulting. With careful and compliant preparation you may be able to have impact on your yearly tax return.

Reviewing your income, expenses and potential tax liability throughout the year is an important part of the wealth management process. Most investors are busy with day to day life and do not have the time or insight on the many rates and limits that can affect income tax liability. Stacey Braun’s advisors discuss these important details as part of our ongoing consultation so that you can stay focused on what matters most.

About Stacey Braun

In 2001, Stacey Braun created a "boutique" financial planning and investment division that is staffed with Registered Investment Advisors (RIA), Certified Financial Planners (CFP) and Enrolled Agents (EA) to assist you with our comprehensive approach to investment planning and to provide you with a wide array of financial services.