Tax Management

We believe tax management is a vital component of smart financial planning. Depending on your specific needs and wants, we will work closely with you and your accountant to help manage your taxes in the following areas:

  • Investing: choosing tax-efficient investments while optimizing asset allocation and tax loss harvesting.
  • Retirement Planning: evaluating available retirement plans, contribution limits, and conversion possibilities
  • Charitable Giving: creating strategies that benefit your favorite charities while also aiming to reduce your tax burden
  • Estate Planning: designing a strategy to transfer maximum wealth to your loved ones

Do you invest in a tax-efficient manner? At HFN we have personalized strategies that seek to help minimize taxes you pay during your lifetime.