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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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.