Tax Planning Services

Tax Planning

HFG Wealth Management makes tax planning an integral part of our financial planning process because almost every financial decision has tax implications. We believe that your goals and values can help dictate the best approach. We start by gaining an in-depth understanding of your total financial picture. Then, we work with you to consider the impact of income taxes, capital gains taxes, estate taxes and gift taxes on your current situation and your long-term goals.

At HFG Wealth Management, tax considerations are intertwined with our wealth management and investment advice. We develop efficient wealth transfer strategies to help determine how and when to pass assets to family members or through charitable giving in a way that minimizes the tax burden for both parties. We also apply tax-minimizing portfolio management strategies to avoid short-term capital gains, recognize capital losses, and place tax-heavy investments in IRAs and other qualified retirement accounts.

We believe that tax, investment, and estate planning should never occur in isolation; which is precisely why an awareness of taxes is woven throughout our services. The HFG team stays on top of the most recent tax laws and works together to deliver a cohesive, goal-focused financial strategy to address tax considerations. In addition, we maintain strong relationships with other specialists, such as accountants and attorneys, to help enhance our existing knowledge base. Let HFG provide you with an all-inclusive wealth management plan that meets your specific financial goals.

INVESTMENT
ADVICE

Asset Allocation
Investment Review Selection
Portfolio Management
Risk Analysis Management
Tax Impact Analysis
Asset Transition Analysis

Copyright © 2017. HFG Wealth Management, LLC. Investment advisory services offered through HFG Wealth Management, LLC – An independent Registered Investment Advisory firm registered with the SEC. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Therefore, any information presented here should only be relied upon when coordinated with individual professional advice. [ more disclosures ]