We work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. Tartan's personal, one-on-one service and experienced tax return preparation and advice will help ease your mind, knowing that your tax return is in capable hands. Our advisors stay on top of changing tax laws and examine all of the tax-saving opportunities available to you.
It is our firm conviction that the tax element of investment management is vital to a comprehensive financial profile. The aim is to balance the tax impacts of your portfolio with investment strategies designed to maximize risk-adjusted returns.
Prior to executing a transaction on your behalf, we analyze the prospective tax footprint. If the transaction could pose a material consequence, we consult with you to ensure you understand the tax implications. This is key to helping you steer clear of penalties or other surprises.
Advisory services offered through Beacon Financial Advisory, LLC or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Buckeye Deferred Comp and the above firms are independent and non-affiliated.
Tax or legal advice is not offered through, nor supervised by Lincoln Investment or Beacon Financial Advisory, LLC.
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Kindly note that the information and content provided on this website does not constitute professional advice. Although we do our best to keep everything on this site correct and up-to-date, we do not guarantee the completeness or accuracy of any information provided on this website. Improvements and/or changes in the products, services and/or programs described on this website may be made at any time without notice. We must also advise that hypertext links to other websites do not constitute an endorsement, nor do we guarantee any information provided by those sites.
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