Majestic Financial
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Tax Planning

Tax Planning Explained

One of the most fearful things in life is getting that letter in the mail from the IRS.  Having a well-built plan that incorporates Tax Planning helps alleviate some of that anxiety.  At Majestic Financial we will work closely with our client’s CPA to ensure that we are taking the appropriate steps to minimize taxes and plan for the future.  Brandon Wilkins takes the lead in working with these CPA partnerships to ensure our client’s goals maintain top priority. We as a team will work with you to build a plan that makes sense for your specific needs, whether it is dealing with RMD’s, gifting, or when and how much to withdraw from accounts.  We take a holistic approach to your financial needs which includes Tax Planning with your CPA.  Call our office today at (269) 443-2160 to schedule a time to meet with one of our consultants to find out more how we can help facilitate taxes as part of your financial plan.  

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Majestic Financial
​220 South Main Street, PO Box 322, Plainwell, MI 49080      
307 E Green Street, 
Hastings, MI 49058
​(269) 443-2160
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Majestic Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.

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  • Home
  • Who We Are
    • Financial Consultants >
      • Sean Budlong
      • Brandon Wilkins
      • Leon Bennett
    • Senior Client Service Managers >
      • Laurie Budlong
      • Kendra Omans
    • Client Service Managers >
      • Jaime Merriam
      • Alyx Hampel
      • Becky Sharp
    • Marketing Team >
      • Josh Budlong
      • Isiah Meyer-Penney
  • Who We Serve
    • Small Business Owners
    • Families
    • New Investors
  • Investments
    • Discretionary Accounts
    • Options Contracts
    • Structured Investments
  • Services
    • Legacy Planning
    • Retirement Planning
    • Tax Planning
    • Money Management
    • Protection Planning
  • Client Access
    • Login
    • Enroll
    • How to Enroll
    • Password Reset
  • Contact Us
  • Blog
  • Events
  • Newsletter