Our Services: Tax Planning
“I grew up with a CPA for a mother. I learned early that it’s much easier to save a dollar on taxes than it is to earn it on investments. Twenty two years in the financial services industry has only solidified my opinion.”
– Jeremy Haskin
Did you know that every tax dollar you save by minimizing income taxes increases your spending capacity in retirement more than additional growth on your money? Managing your tax bill is an important part of your investment strategy and should be given careful consideration when planning for your retirement.
Focus Financial has strategic partnerships with local CPAs to help make sure you aren’t missing out on opportunities to save your hard earned dollars for your family, instead of Uncle Sam. Already have a trusted CPA or tax representative? No problem. We are happy to work with them, as well. We firmly believe the tax professional, insurance professional, investment professional or any other professional giving you advice all need to be on the same page and working toward the same goal. Yours.
Schedule an Appointment With Us Today
Call us today at 417-581-3871 to make an appointment with a financial specialist. If you prefer that we contact you, please fill out the form below.
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