Broker Check

Tax Planning

At Gottlieb Wealth Management, we take a comprehensive approach to retirement and financial planning and create customized plans that clearly discuss and illustrate to our clients where the gaps are – and how to correct them. First, we listen to our clients to understand their unique goals and get a clear picture of their current financial life. We then analyze the plan, identify any shortfalls and prioritize any resulting recommendations. The implementation of your retirement income strategy requires a sophisticated approach to your investments and income sources to allow you to receive your income in a most tax efficient manner.

We provide advanced strategic tax planning, tax analysis, and proper investment allocation to effectively reduce unnecessary tax implications. We are trained and experienced in the opportunities available to high-net worth individuals and businesses, as well as the challenges they face. We know the burden taxes can have on the creation, preservation and transfer of wealth, and the importance of proper reporting.

Many personal, financial and business decisions have tax consequences. Understanding the details, regulations and tax implications of financial and legal decisions can be daunting and overwhelming. Gottlieb Wealth Management is here to help you work toward minimizing your tax burden while pursuing your overall financial goals. By proactively working together when making major financial decisions, we can help you determine the suitable investment related tax strategies to pursue your financial goals.

*This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.