Download Your Retiree’s Guide to Proactive Tax Planning
Thank you for your interest in Avoiding Surprises on April 15th — A Retiree’s Guide to Proactive Tax Planning. We're excited to share this valuable resource with you.
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We hope you find the information in this guide helpful as you plan for a more enjoyable retirement.
In the coming days, we'll be sharing some additional insights via email about how we assist our clients in achieving a more fulfilling retirement. Our approach combines tax planning-led financial planning with strategic investment management, designed to help you feel more confident you are managing your finances optimally and have the long-term in mind as you make your financial decisions today.
We believe this information will be valuable to you, and we're looking forward to sharing our expertise. If you have any questions in the meantime, please don't hesitate to reach out. You can send me any direct messages you may have using the form below.
Sincerely,
Garrett Crawford, CFP®