Videos
Tax Planning Strategies
Put more of your money to work instead of giving it away.
You may have a long-term relationship with your tax preparer or accountant, but beyond the common deductions and expenses are they helping you keep as much of your money as possible at tax time? In this video, we explain how we work with tax planning specialists, experienced in the complexities of the tax code, with the goal of helping you pay as little tax as legally possible.
Retirement Income Planning
Knowing your retirement “number” is just the start.
Many people underestimate how much they’ll need in retirement. If you’re not sure, we can help you figure that out as a starting point for determining next steps to help you reach or even exceed that number. Watch the video above to understand what we’ve learned over the years when people have come to us with questions about their retirement and how we work to address these concerns.
Wealth Preservation
Risk reduction = sensible measures to preserve what’s yours.
Risk takes many forms. There are the calculated risks which can result in rewards like the increased value of stocks, and then there are the outside forces that may not appear too risky, until it’s too late. Those are the risks we help you defend against–risks that are hazardous to your wealth.
Sudden Money
Whoops! Suddenly you’re rich. Now what?
Chances are you or someone you know were fortunate enough to acquire a significant amount of money at a moment’s notice, whether as a gift from a relative, a settlement in a court case, or even winnings from the lottery! In any case, we can help you understand the potential concerns from sudden money accumulation, and develop a plan to manage your newfound wealth.
White Papers
Tax Planning Strategies and Solutions
If you can credit your current accountant with saving you money year after year even as you continue to accumulate assets, it’s still a good idea to find out if you’re keeping as much of your wealth as you possibly can. Many tax accountants and CPA’s (and certainly tax preparers) may not be completely up to date on what the IRS may allow you to do to help you reduce your taxes. This quick read will share a number of important strategies that go beyond the usual Schedule C deductions that may result in substantial savings in the short term and over the long run.
Wealth Management for Business Owners
If you’re a business owner or entrepreneur, you know how much time you spend working on developing, growing and operating your business, so it’s not surprising that many business owners don’t spend enough time on their own personal financial development. In less than 7 pages, this white paper discusses the concepts and methodology involved in wealth management for business owners and how we work to help you accomplish your financial objectives while you focus on your business.
Total Wealth Planning
We combine the knowledge and attention-to-service of our in-house team with the expertise and skills of our network of specialists to develop a Total Wealth Plan. This includes strategies and tactics that provide opportunities to achieve more with your wealth. You’ll be confident knowing we have the experience and resources to guide you along every step of your financial journey.
Securities are offered through Realta Equities, Inc., Member FINRA / SIPC, located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. Investment Advisory Services are offered through Transce3nd LLC located at 835 Main Street, Building 200, Buda, TX 78610. Neither Realta Equities, Inc., nor Transce3nd LLC. is affiliated with Wealth Strategies Advisory Group.
The information contained herein is for educational purposes only and should not be considered a recommendation or personalized investment advice. All investments involve risk including the possible loss of principal. Certain investments contain substantial risks and are illiquid, and may only be appropriate for accredited investors. You should familiarize yourself with all risks associated with any investment product before investing. Past performance is no guarantee of future results.
Our strategic partners include third party CPA’s, tax planners, attorneys, and consultants who we have selected for their years of expertise in their chosen fields of specialty and the value we believe they add to our clients’ wealth management experience. Neither Wealth Strategies Advisory Group, nor Realta Equities, Inc., nor Transce3nd LLC, is affiliated with any of the strategic partners.
