We can prepare a plan that addresses all areas of your finances or just answers the key questions on your mind. We offer help with basic cash-flow or credit issues to more involved estate and tax problems.
We offer answers and help in implementing your personal plan. And we’re available to keep you on-track with periodic reviews to update your plan whether or not we directly manage your investments.
We build and manage globally diversified portfolios that are personalized to your needs and Risk Number based on index funds at a total cost that is far below the average mutual fund expense ratio.
We offer a range of planning options. And we don’t require that you move your money to have us manage it. You can choose from an hourly rate, fixed-fee or asset-based rate. We offer installment billing and accept credit cards.
Our team consists of a network of insurance, tax and financial planning professionals including highly-rated advisors who have earned CFP®, CRPC® and AEP® professional designations.
We don’t sell any financial or insurance products. We are only paid by our clients. We are not affiliated with or selling anything on behalf of anyone. We only work for you and always put your interest first.
You’ve worked hard for your money. But how do you get to keep more of what you’ve earned while taxes and inflation are eating away at your investments or nest egg?
Here at Tax Wealth Network, we do more than tax preparation. We do "Fee Only" tax planning. It is the core of any financial plan. Traditional tax preparers look in the rear-view mirror and record history. We are different. We focus on looking ahead and planning so that you lower your taxes, build wealth, and improve your cash flow. You can start now. We develop solid financial plans for you including:
"If you’re looking for a trusted advisor who upholds a fiduciary standard, putting your needs first and provides objective advice not tied to the sale of an investment or insurance product, then you’ve come to the right place.” - Steve Stanganelli, NAPFA Registered Financial Advisor
The world is full of tax preparers who can put the “right” numbers in the right boxes on the right forms by the right deadlines. But what are they doing to make sure you get all the breaks you deserve? When was the last time your tax preparer came to you and said “here’s an idea I think will save you money?”
Tax Wealth Network’s advanced, IRS-tested strategies have preserved, diversified, or maximized client wealth by using the tax code to maximum advantage.
Faced with a huge gain on the sale of a long-held property, this client was able to reduce a $200,000 tax bill and have more money to invest for retirement.
This client saved more than $500,000 in taxes and diversified from a single-tenant Class B property to become a fractional owner in multiple properties with Fortune 500 tenants and more money to invest.
A successful medical practice owner faced a 40% effective tax rate on the sale of her business. With tax planning, the practice owner reduced the first-year tax bill by almost $1.8M which increased what was able to be reinvested to replace her previous six-figure income.
A hi-tech marketing manager for a startup business received low-cost stock options and faced a huge increase in taxable income if the options were exercised. With proper tax planning, the client was advised on how to position his equity compensation grants to exercise them and receive tax-free income which would help fund his children’s college education and his retirement.