[et_pb_section fb_built=”1″ fullwidth=”on” disabled_on=”off|off|off” admin_label=”Hero” _builder_version=”4.16″ background_color=”#FFFFFF” parallax=”on” horizontal_offset=”0px” custom_padding=”|||” transparent_background=”on” global_colors_info=”{}”][et_pb_fullwidth_header title=”Wealth Management in Orange” subhead=”Estate and wealth management, where financial advice is focused on what you keep” header_fullscreen=”on” button_one_text=”Learn more” button_one_url=”https:\/\/taxsmartinvesting.org\/tax-planning\/” button_two_text=”Contact us” button_two_url=”https:\/\/taxsmartinvesting.org\/schedule\/” subhead_font_color=”#bebebe” content_tablet=”<\/p>\n<\/p>\n<\/p>\n<\/p>\n<\/p>\n
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background_mask_transform_tablet=”flip_horizontal” global_colors_info=”{}”][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ make_equal=”on” _builder_version=”4.27.5″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” width=”100%” max_width=”1440px” max_width_tablet=”1601px” max_width_phone=”1601px” max_width_last_edited=”on|desktop” module_alignment=”center” height=”703px” height_tablet=”290px” height_phone=”1000px” height_last_edited=”on|desktop” custom_margin=”-23px||||false|false” custom_margin_tablet=”-30px||||false|false” custom_margin_phone=”-30px||||false|false” custom_margin_last_edited=”on|desktop” custom_padding=”|0px||0px|false|false” custom_width_px=”1774px” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blurb title=”Who We Advise” content_tablet=”<\/p>\n
Wealth management goes beyond mere maintenance; it is a dynamic journey of growth and refinement during working years and sustainability in retirement.<\/p>\n
Your financial needs evolve with each life stage, and as you accumulate wealth, the strategies for a W-2 employee, a 1099 independent contractor, and an independent business owner within a corporate framework vary significantly.<\/p>\n
When you transition into retirement, how you led your professional life greatly influences your next steps, whether it’s staging your 401(k) for distribution, liquidating shares, or negotiating the sale of a business.<\/p>\n
We are here to guide you in optimizing your wealth management at every stage, ensuring your decisions lead to the best possible outcomes as your trusted partner and navigator.<\/p>\n
” content_phone=”<\/p>\n
Wealth management goes beyond mere maintenance; it is a dynamic journey of growth and refinement during working years and sustainability in retirement.<\/p>\n
Your financial needs evolve with each life stage, and as you accumulate wealth, the strategies for a W-2 employee, a 1099 independent contractor, and an independent business owner within a corporate framework vary significantly.<\/p>\n
When you transition into retirement, how you led your professional life greatly influences your next steps, whether it’s staging your 401(k) for distribution, liquidating shares, or negotiating the sale of a business.<\/p>\n
We are here to guide you in optimizing your wealth management at every stage, ensuring your decisions lead to the best possible outcomes as your trusted partner and navigator.<\/p>\n
” content_last_edited=”on|tablet” _builder_version=”4.27.5″ _module_preset=”default” header_font=”|600|||||||” header_text_color=”#000000″ header_font_size=”30px” header_letter_spacing=”2px” header_line_height=”1.4em” body_text_color=”#000000″ body_font_size=”16px” custom_margin=”|-15px||-50px|false|false” custom_margin_tablet=”|31px||15px|false|false” custom_margin_phone=”|31px||15px|false|false” custom_margin_last_edited=”on|tablet” custom_padding_tablet=”” custom_padding_phone=”|25px||25px|false|true” custom_padding_last_edited=”on|phone” header_text_color_tablet=”#FFFFFF” header_text_color_phone=”#000000″ header_text_color_last_edited=”on|tablet” header_font_size_tablet=”26px” header_font_size_phone=”22px” header_font_size_last_edited=”on|desktop” header_letter_spacing_tablet=”1px” header_letter_spacing_phone=”1px” header_letter_spacing_last_edited=”on|desktop” header_line_height_tablet=”1.1em” header_line_height_phone=”1.2em” header_line_height_last_edited=”on|desktop” body_text_color_tablet=”#FFFFFF” body_text_color_phone=”#000000″ body_text_color_last_edited=”on|tablet” body_font_size_tablet=”” body_font_size_phone=”15px” body_font_size_last_edited=”on|phone” body_line_height_tablet=”” body_line_height_phone=”1.6em” body_line_height_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n
<\/p>\n
Wealth management in Orange goes beyond mere maintenance; it is a dynamic journey of growth and refinement during working years and sustainability in retirement.<\/p>\n
Your financial needs evolve with each life stage, and as you accumulate wealth, the strategies for a W-2 employee, a 1099 independent contractor, and an independent business owner within a corporate framework vary significantly.<\/p>\n
When you transition into retirement, how you led your professional life greatly influences your next steps, whether it’s staging your 401(k) for distribution, liquidating shares, or negotiating the sale of a business.<\/p>\n
We are here to guide you in optimizing your wealth management at every stage, ensuring your decisions lead to the best possible outcomes as your trusted partner and navigator.<\/p>\n
[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blurb title=”Small Business Owners” url_new_window=”on” image=”https:\/\/taxsmartinvesting.org\/wp-content\/uploads\/2025\/12\/Business-owner.png” alt=”Small Business Owner” content_max_width_tablet=”316px” content_max_width_phone=”316px” content_max_width_last_edited=”on|tablet” _builder_version=”4.27.5″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”center” header_text_color=”#000000″ header_font_size=”25px” body_text_color=”#000000″ body_font_size=”20px” body_letter_spacing=”1px” body_line_height=”1.8em” transform_scale=”82%|82%” transform_scale_tablet=”82%|82%” transform_scale_phone=”82%|82%” transform_scale_last_edited=”on|phone” transform_translate=”-21px|-50px” transform_translate_tablet=”-21px|-50px” transform_translate_phone=”0px|-70px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” custom_padding=”6px||||false|false” custom_padding_tablet=”27px|||42px|false|false” custom_padding_phone=”27px|||0px|false|false” custom_padding_last_edited=”on|tablet” link_option_url=”https:\/\/taxsmartinvesting.org\/business-financial-planning\/” header_text_align_tablet=”center” header_text_align_phone=”center” header_text_align_last_edited=”on|tablet” header_font_size_tablet=”22px” header_font_size_phone=”25px” header_font_size_last_edited=”on|desktop” body_text_align_tablet=”justify” body_text_align_phone=”justify” body_text_align_last_edited=”on|tablet” body_font_size_tablet=”18px” body_font_size_phone=”20px” body_font_size_last_edited=”on|desktop” body_letter_spacing_tablet=”” body_letter_spacing_phone=”” body_letter_spacing_last_edited=”on|desktop” body_line_height_tablet=”1.8em” body_line_height_phone=”1.8em” body_line_height_last_edited=”on|desktop” transform_styles_tablet=”” transform_styles_phone=”” module_alignment_tablet=”” module_alignment_phone=”” module_alignment_last_edited=”on|tablet” header_text_shadow_style=”preset3″ border_radii_image_tablet=”on|10px|10px|10px|10px” border_radii_image_phone=”on|10px|10px|10px|10px” border_radii_image_last_edited=”on|desktop” border_width_all_image_tablet=”” border_width_all_image_phone=”” border_width_all_image_last_edited=”on|desktop” box_shadow_style_image=”preset1″ global_colors_info=”{}”]<\/p>\n
You took the more difficult path professionally; let’s take the difficulty out of the path ahead\u00a0 \u21d2<\/span><\/p>\n [\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blurb title=”Business Professionals” url_new_window=”on” image=”https:\/\/taxsmartinvesting.org\/wp-content\/uploads\/2025\/12\/business-8941853_1920.jpg” alt=”Business Executives” content_max_width_tablet=”316px” content_max_width_phone=”316px” content_max_width_last_edited=”on|tablet” _builder_version=”4.27.5″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”center” header_text_color=”#000000″ body_text_color=”#000000″ body_font_size=”16px” transform_scale=”115%|115%” transform_scale_tablet=”115%|115%” transform_scale_phone=”85%|85%” transform_scale_last_edited=”on|phone” transform_translate=”-21px|20px” transform_translate_tablet=”-21px|20px” transform_translate_phone=”0px|-125px” 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body_text_align_tablet=”” body_text_align_phone=”” body_text_align_last_edited=”on|tablet” body_font_size_tablet=”13px” body_font_size_phone=”20px” body_font_size_last_edited=”on|desktop” body_line_height_tablet=”” body_line_height_phone=”1.8em” body_line_height_last_edited=”on|phone” transform_styles_tablet=”” transform_styles_phone=”” module_alignment_tablet=”” module_alignment_phone=”” module_alignment_last_edited=”on|tablet” header_text_shadow_style=”preset3″ box_shadow_style_image=”preset1″ global_colors_info=”{}”]<\/p>\n Let’s have the discussions your HR department never will\u00a0 \u21d2<\/span><\/p>\n [\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blurb title=”Retirees \/ Pre-Retirees” url_new_window=”on” image=”https:\/\/taxsmartinvesting.org\/wp-content\/uploads\/2023\/08\/happy-retired-couple-scaled.jpg” alt=”Retirees” content_max_width_tablet=”316px” content_max_width_phone=”316px” content_max_width_last_edited=”on|tablet” _builder_version=”4.27.5″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”center” header_text_color=”#000000″ header_font_size=”20px” body_text_color=”#000000″ body_font_size=”18px” body_line_height=”1.8em” transform_scale_tablet=”86%|86%” transform_scale_phone=”86%|86%” transform_scale_last_edited=”on|tablet” transform_translate_tablet=”0px|-200px” transform_translate_phone=”0px|-200px” transform_translate_last_edited=”on|tablet” transform_translate_linked_tablet=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|tablet” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|tablet” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|tablet” transform_styles_last_edited=”on|tablet” custom_margin=”270px||||false|false” custom_margin_tablet=”270px||||false|false” custom_margin_phone=”0px||||false|false” custom_margin_last_edited=”on|desktop” custom_padding=”14px||||false|false” custom_padding_tablet=”14px||||false|false” custom_padding_phone=”14px||||false|false” custom_padding_last_edited=”on|desktop” link_option_url=”https:\/\/taxsmartinvesting.org\/planning-retirement\/” header_text_align_tablet=”center” header_text_align_phone=”center” header_text_align_last_edited=”on|tablet” header_font_size_tablet=”21px” header_font_size_phone=”26px” header_font_size_last_edited=”on|desktop” body_font_size_tablet=”18px” body_font_size_phone=”18px” body_font_size_last_edited=”on|desktop” body_letter_spacing_tablet=”” body_letter_spacing_phone=”” body_letter_spacing_last_edited=”on|desktop” body_line_height_tablet=”1.8em” body_line_height_phone=”1.8em” body_line_height_last_edited=”on|desktop” transform_styles_tablet=”” transform_styles_phone=”” header_text_shadow_style=”preset3″ border_radii_image_tablet=”on|10px|10px|10px|10px” border_radii_image_phone=”on|10px|10px|10px|10px” border_radii_image_last_edited=”on|desktop” box_shadow_style_image=”preset1″ global_colors_info=”{}”]<\/p>\n You have decided to retire, or are just about to, let’s make sure it’s all that you’ve imagined\u00a0 \u21d2<\/span><\/p>\n [\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Testimonials” _builder_version=”4.17.4″ _module_preset=”default” background_color=”#f5f5f5″ custom_margin_tablet=”-40px||||false|false” custom_margin_phone=”-40px||||false|false” custom_margin_last_edited=”on|tablet” custom_padding=”|||” locked=”off” global_colors_info=”{}”][et_pb_row admin_label=”Testimonials Area” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blurb title=”How We Work Together” _builder_version=”4.27.5″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”center” header_font_size=”30px” header_letter_spacing=”2px” header_line_height=”1.4em” body_font=”||||||||” body_text_align=”center” body_font_size=”17px” header_font_size_tablet=”30px” header_font_size_phone=”30px” header_font_size_last_edited=”on|desktop” header_letter_spacing_tablet=”2px” header_letter_spacing_phone=”2px” header_letter_spacing_last_edited=”on|desktop” header_line_height_tablet=”1.4em” header_line_height_phone=”1.4em” header_line_height_last_edited=”on|desktop” body_font_size_tablet=”17px” body_font_size_phone=”17px” body_font_size_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n Flexible options to engage in financial advice in the way you prefer<\/p>\n [\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.5″ _module_preset=”default” text_font=”Arial|700|||||||” text_font_size=”16px” text_letter_spacing=”1px” text_line_height=”1.8em” custom_margin=”||-25px||false|false” custom_margin_tablet=”||-25px||false|false” custom_margin_phone=”||-25px||false|false” custom_margin_last_edited=”on|desktop” text_font_size_tablet=”16px” text_font_size_phone=”16px” text_font_size_last_edited=”on|desktop” text_letter_spacing_tablet=”1px” text_letter_spacing_phone=”1px” text_letter_spacing_last_edited=”on|desktop” text_line_height_tablet=”1.8em” text_line_height_phone=”1.8em” text_line_height_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n Financial decisions take on very different views depending on your stage of life. Wealth management in Orange takes on unique approaches as you build wealth early in your career, carefully grow it in your prime earning years, and strategically maintain it in retirement.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.5″ _module_preset=”default” custom_margin=”-20px||||false|false” custom_margin_tablet=”-20px||||false|false” custom_margin_phone=”-20px||||false|false” custom_margin_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n <\/em><\/p>\n No matter which path you choose, we consider it our duty and honor to be your financial advocates to help support the financial opportunities and challenges that life may present. Our goal is to help you navigate your financial journey with prudent advice so that you may achieve your goals with better clarity and less undue financial stress.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ admin_label=”Testimonials” _builder_version=”4.17.3″ _module_preset=”default” custom_padding=”0|0px|0|0px|false|false” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial author=”Hourly Advice” quote_icon=”off” _builder_version=”4.27.5″ _module_preset=”default” body_font=”||on||||||” body_text_color=”rgba(0,0,0,0.84)” body_letter_spacing=”0.6px” body_line_height=”1.4em” author_font=”|700|on||||||” author_text_color=”rgba(0,0,0,0.84)” author_font_size=”15px” background_color=”rgba(255,255,255,0.77)” background_image=”https:\/\/taxsmartinvesting.org\/wp-content\/uploads\/2022\/04\/sand-2005066_1280.jpg” background_size=”stretch” background_blend=”screen” custom_margin=”|-15px||-15px|false|true” animation_style=”slide” animation_direction=”bottom” animation_intensity_slide=”10%” border_radii=”on|10px|10px|10px|10px” box_shadow_style=”preset2″ global_colors_info=”{}”]<\/p>\n You may have done a great job developing and maintaining your financial portfolio, and perhaps all you need is a second opinion, an occasional review of strategies, or sound advice on critical financial planning considerations as they arise. In this case, we are here for you as needed, providing financial advice on an hourly basis.<\/p>\n [\/et_pb_testimonial][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial author=”Fee Based Advice” quote_icon=”off” _builder_version=”4.27.5″ _module_preset=”default” body_font=”||on||||||” body_text_color=”rgba(0,0,0,0.84)” body_letter_spacing=”0.6px” body_line_height=”1.4em” author_font=”|700|on||||||” author_text_color=”rgba(0,0,0,0.84)” background_color=”rgba(255,255,255,0.77)” background_image=”https:\/\/taxsmartinvesting.org\/wp-content\/uploads\/2022\/04\/sand-2005066_1280.jpg” background_size=”stretch” background_blend=”screen” custom_margin=”|-12px||-12px|false|true” animation_style=”slide” animation_direction=”bottom” animation_delay=”100ms” animation_intensity_slide=”10%” border_radii=”on|10px|10px|10px|10px” box_shadow_style=”preset2″ locked=”off” global_colors_info=”{}”]<\/p>\n You may prefer a dedicated team to design your short- and long-term strategies for managing and monitoring your financial world, with regular communication and financial goal planning for your work and personal investments. In this case, we are here to provide advice regularly, as a traditional percentage of assets under management, working as your partner to navigate challenges and capture opportunities together.<\/p>\n [\/et_pb_testimonial][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial author=”Solution Based Advice” quote_icon=”off” _builder_version=”4.27.5″ _module_preset=”default” body_font=”||on||||||” body_text_color=”rgba(0,0,0,0.84)” body_letter_spacing=”0.6px” body_line_height=”1.4em” author_font=”|700|on||||||” author_text_color=”rgba(0,0,0,0.84)” background_color=”rgba(255,255,255,0.77)” background_image=”https:\/\/taxsmartinvesting.org\/wp-content\/uploads\/2022\/04\/sand-2005066_1280.jpg” background_size=”stretch” background_blend=”screen” custom_margin=”|-24px||-10px|false|false” animation_style=”slide” animation_direction=”bottom” animation_delay=”200ms” animation_intensity_slide=”10%” border_radii=”on|10px|10px|10px|10px” box_shadow_style=”preset2″ locked=”off” global_colors_info=”{}”]<\/p>\n There are occasions when an objective perspective is essential for finding the right product solution tailored to your needs. In these cases, compensation is structured as a commission for referring business to a specific company. Importantly, this compensation is fully covered by the company that receives your business, thus your investment remains unaffected. As an independent firm, we collaborate with a diverse range of reputable A-rated companies, free from obligations or affiliations to any single organization. This independence enables us to focus exclusively on identifying the most suitable solution for your unique needs, ensuring our recommendations remain unbiased and free from external influences.<\/p>\n [\/et_pb_testimonial][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” admin_label=”Section” _builder_version=”4.27.5″ background_color=”#FFFFFF” use_background_color_gradient=”on” background_color_gradient_stops=”rgba(86,247,196,0.22) 0%|#1b2607 34%” background_color_gradient_start=”#1b2607″ background_color_gradient_end=”rgba(86,247,196,0.22)” background_enable_image=”off” background_position=”top_center” background_blend=”multiply” background_enable_mask_style=”on” background_mask_style=”corner-square” background_mask_transform=”flip_horizontal” height=”600px” height_tablet=”925px” height_phone=”1320px” height_last_edited=”on|desktop” max_height_tablet=”” max_height_phone=”1450px” max_height_last_edited=”on|phone” custom_margin=”25px||10px||false|false” custom_margin_tablet=”25px||10px||false|false” custom_margin_phone=”0px||0px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”50px||50px||true|false” custom_padding_tablet=”10px||10px||true|false” custom_padding_phone=”10px||10px||true|false” background_last_edited=”on|phone” use_background_color_gradient_phone=”off” background_enable_pattern_style_phone=”on” background_pattern_style_phone=”honeycomb” background_pattern_color_phone=”rgba(0,0,0,0.04)” background_enable_mask_style_tablet=”on” background_enable_mask_style_phone=”off” background_mask_style_tablet=”corner-square” background_mask_transform_tablet=”flip_horizontal” box_shadow_style=”preset1″ global_colors_info=”{}”][et_pb_row column_structure=”1_3,2_3″ make_equal=”on” _builder_version=”4.27.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” width=”100%” max_width=”1650px” max_width_tablet=”1601px” max_width_phone=”1601px” max_width_last_edited=”on|desktop” module_alignment=”center” height=”325px” height_tablet=”290px” height_phone=”325px” height_last_edited=”on|desktop” custom_margin=”-23px||||false|false” custom_margin_tablet=”-30px||||false|false” custom_margin_phone=”-30px||||false|false” custom_margin_last_edited=”on|desktop” custom_padding=”|0px||0px|false|false” custom_width_px=”1774px” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blurb title=”Wealth management in Orange with a focus on strategy for today, and legacy for tomorrow” content_max_width=”1100px” content_tablet=”” content_phone=”” content_last_edited=”on|phone” content_max_width_tablet=”760px” content_max_width_phone=”560px” content_max_width_last_edited=”on|phone” _builder_version=”4.27.5″ _module_preset=”default” header_level=”h3″ header_font=”|600|||||||” header_text_color=”#FFFFFF” header_font_size=”62px” header_line_height=”1.2em” body_text_color=”#FFFFFF” custom_margin=”-30px|-220px||32px|false|false” custom_margin_tablet=”35px|0px||35px|false|false” custom_margin_phone=”20px|5px||25px|false|false” custom_margin_last_edited=”on|tablet” custom_padding=”|0px|||false|false” custom_padding_tablet=”|410px|||false|false” custom_padding_phone=”|0px||0px|false|false” custom_padding_last_edited=”on|tablet” header_text_align_tablet=”” header_text_align_phone=”left” header_text_align_last_edited=”on|phone” header_text_color_tablet=”#FFFFFF” header_text_color_phone=”#000000″ header_text_color_last_edited=”on|tablet” header_font_size_tablet=”45px” header_font_size_phone=”33px” header_font_size_last_edited=”on|phone” header_text_shadow_style=”preset3″ header_text_shadow_blur_strength=”0.12em” header_text_shadow_color=”rgba(0,0,0,0.63)” global_colors_info=”{}”][\/et_pb_blurb][\/et_pb_column][et_pb_column type=”2_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.5″ _module_preset=”default” text_text_color=”#000000″ custom_margin=”-25px|5px|55px|340px|false|false” custom_margin_tablet=”-456px|19px||435px|false|false” custom_margin_phone=”0px|30px||30px|false|true” custom_margin_last_edited=”on|tablet” custom_padding=”||27px||false|false” custom_padding_tablet=”||27px||false|false” custom_padding_phone=”||27px||false|false” custom_padding_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n Our firm was founded to address the overlooked tax implications in financial planning and wealth management. Tax-loss harvesting alone is just not enough.<\/strong> Your CPA knows tax code, but your financial advisor should also be advising you of the tax aspects of your financial decisions.<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.27.5″ _module_preset=”default” text_text_color=”#000000″ custom_margin=”-62px|5px||240px|false|false” custom_margin_tablet=”-50px|20px||395px|false|false” custom_margin_phone=”-35px|30px||30px|false|true” custom_margin_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n Investment performance presented in pre-tax dollars can be misleading.<\/strong> We identify assets that inherently provide tax efficiencies while crafting strategies to reduce capital gains during withdrawals. Most importantly, we assess whether a proactive tax strategy aligns with your specific financial situation. You can trust that our discussions will include performance, as well as your potential tax savings, as these conversations are essential to protecting your financial well-being.<\/p>\n <\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.27.5″ _module_preset=”default” text_text_color=”#000000″ custom_margin=”-62px|5px||140px|false|false” custom_margin_tablet=”-50px|16px||365px|false|false” custom_margin_phone=”-30px|30px||30px|false|true” custom_margin_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n Fee-only advisors avoid conflicts of interest, yet they refer you to someone else if you do need an insurance solution for a Trust to benefit a future taxation concern. That other party, in turn, may \u201csell\u201d you whatever benefits their contractual obligation with a specific insurance carrier. How is this in your best interest?! We believe that being a fiduciary shouldn\u2019t have a limit in our responsibility to you.<\/strong><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.27.5″ _module_preset=”default” text_text_color=”#000000″ custom_margin=”-28px|5px||70px|false|false” custom_margin_tablet=”-5px|20px||315px|false|false” custom_margin_phone=”0px|30px||30px|false|true” custom_margin_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n We believe\u00a0you should have an annual review that discusses performance, changes in your life, your business, or your goals, and how you have benefited from your actual overall savings from implemented tax strategies.<\/strong><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.5″ _module_preset=”default” width=”100%” width_tablet=”87%” width_phone=”87%” width_last_edited=”on|desktop” max_width=”1600px” max_width_tablet=”1600px” max_width_phone=”1600px” max_width_last_edited=”on|desktop” custom_margin=”125px||||false|false” 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[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Contact Us” module_id=”services” _builder_version=”4.27.5″ background_color=”RGBA(255,255,255,0)” background_image=”https:\/\/taxsmartinvesting.org\/wp-content\/uploads\/2021\/08\/restaurant-hero-03.jpg” background_blend=”color” custom_margin=”4px|||||” custom_padding=”70px|0px|100px|0px||” box_shadow_style=”preset1″ locked=”off” collapsed=”off” global_colors_info=”{}”][et_pb_row admin_label=”Testimonials Area” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blurb title=”How We Help” _builder_version=”4.27.5″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”center” header_font_size=”30px” header_letter_spacing=”2px” header_line_height=”1.4em” body_font=”||||||||” body_text_align=”center” 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global_colors_info=”{}”][et_pb_text _builder_version=”4.23″ _module_preset=”default” text_font=”|600|||||||” text_text_color=”#FFFFFF” background_layout=”dark” custom_margin=”20px|||-20px|false|false” custom_margin_tablet=”253px|0px||-80px|false|false” custom_margin_phone=”-52px|||0px|false|false” custom_margin_last_edited=”on|tablet” custom_padding=”43px|0px|||false|false” custom_padding_tablet=”0px||||false|false” custom_padding_phone=”|0px||14px|false|false” custom_padding_last_edited=”on|tablet” text_font_size_tablet=”” text_font_size_phone=”12px” text_font_size_last_edited=”on|phone” text_letter_spacing_tablet=”” text_letter_spacing_phone=”1px” text_letter_spacing_last_edited=”on|phone” text_line_height_tablet=”” text_line_height_phone=”0.6em” text_line_height_last_edited=”on|phone” text_text_shadow_style=”preset2″ global_colors_info=”{}”]<\/p>\n <\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.19.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Investments” _builder_version=”4.27.5″ _module_preset=”default” header_font=”|700|||||||” header_text_align=”right” header_text_color=”#FFFFFF” header_font_size=”35px” header_letter_spacing=”1px” custom_margin=”-20px|33px|||false|false” custom_margin_tablet=”-555px|-515px|||false|false” custom_margin_phone=”-570px|30px|||false|false” custom_margin_last_edited=”on|phone” custom_padding=”||||false|false” header_font_size_tablet=”” header_font_size_phone=”23px” header_font_size_last_edited=”on|phone” header_text_shadow_style=”preset2″ header_text_shadow_horizontal_length=”0.1em” header_text_shadow_vertical_length=”0.1em” global_colors_info=”{}”][\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text content_tablet=”<\/p>\n Ideally, working with an investment advisor begins with great communication, and continues with knowing that your best interests are primary, and with this, trust is then earned and established.<\/p>\n The best advisors institute strict processes, procedures, and structures that will adhere to the prescribed plan and execute according to your objectives. So what is missing?<\/p>\n The final ingredient must be directed at your bigger picture. All considerations, decisions, and actions need to constantly be checked against your true long-term objectives, beyond purely financial gain.<\/p>\n ” content_phone=”” content_last_edited=”on|phone” disabled_on=”on|off|off” _builder_version=”4.27.5″ _module_preset=”default” text_font=”|600|on||||||” text_text_color=”#FFFFFF” custom_margin=”15px|||-45px|false|false” custom_margin_tablet=”-78px|-105px||5px|false|false” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” custom_padding=”|25px|||false|false” text_font_size_tablet=”13px” text_font_size_phone=”” text_font_size_last_edited=”on|tablet” text_text_shadow_style=”preset2″ global_colors_info=”{}”]<\/p>\n Ideally, working with an investment advisor begins with great communication, and trust in knowing that your best interests are primary, a true fiduciary advisor only places your investments in fiduciary accounts. This means institutional funds.<\/p>\n The best advisors institute strict processes, procedures, and structures that will adhere to the prescribed plan and execute according to your objectives. So what is missing?<\/p>\n The final ingredient must be directed at your bigger picture. 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and category; timing of distributions by type and category; trust considerations; deductions by type and category.<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.18.0″ _module_preset=”default” custom_margin=”||-48px|||” custom_margin_tablet=”|30px|0px|30px|false|true” custom_margin_phone=”|21px|0px|21px|false|true” custom_margin_last_edited=”on|tablet” custom_padding=”||0px|||” text_text_shadow_style=”preset1″ text_text_shadow_vertical_length=”0.02em” global_colors_info=”{}”]An implementation of advanced <\/span>tax smart planning<\/span><\/a><\/span> strategies to transition away <\/span>from a traditional reactive model to proactive wealth management <\/b>in an effort to achieve the best possible tax efficiencies of asset allocations of taxable, tax-deferred and tax-favored investments.<\/span>[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ 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_builder_version=”4.17.4″ _module_preset=”default” width=”100%” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|desktop” max_width=”1200px” max_width_tablet=”1200px” max_width_phone=”1200px” max_width_last_edited=”on|desktop” custom_margin=”25px||||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text content_tablet=”<\/p>\n Our focus is on after-tax, so you’ll have the solution before it ever becomes a problem.<\/strong><\/span> Schedule a conversation regarding your wealth management in Orange County HERE<\/span><\/a>.<\/p>\n ” content_phone=”<\/p>\n Our focus is on after-tax, so you’ll have the solution before it ever becomes a problem. <\/strong>Schedule a conversation regarding your wealth management in Orange County.<\/span><\/a><\/span><\/span><\/p>\n ” content_last_edited=”on|phone” _builder_version=”4.18.0″ _module_preset=”default” custom_margin=”1px|||||” custom_margin_tablet=”-45px|30px||30px|false|true” custom_margin_phone=”-46px|26px|-46px|26px|true|true” custom_margin_last_edited=”on|tablet” text_text_color_tablet=”#FFFFFF” text_text_color_phone=”#FFFFFF” text_text_color_last_edited=”on|tablet” text_font_size_tablet=”” text_font_size_phone=”15px” text_font_size_last_edited=”on|phone” text_text_shadow_vertical_length_tablet=”0.01em” text_text_shadow_vertical_length_phone=”0.01em” text_text_shadow_vertical_length_last_edited=”on|tablet” global_colors_info=”{}”]<\/p>\n Our focus is on after-tax, so you’ll have the solution before it ever becomes a problem<\/strong><\/span>. Schedule a conversation regarding your wealth management in Orange County HERE<\/span><\/a>.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|on|on” admin_label=”Welcome To Royal” _builder_version=”4.27.5″ background_color=”RGBA(0,0,0,0)” background_position=”top_left” custom_padding=”0px|0px|75px|0px||” disabled=”on” collapsed=”off” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”1″ make_equal=”on” _builder_version=”4.16″ background_color=”#0a0a0a” background_size=”initial” background_position=”top_left” background_repeat=”repeat” width=”100%” max_width=”2560px” custom_margin=”|auto|-18px|auto||” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ background_position=”top_left” custom_padding=”60px||||false|false” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blurb title=”Wealth management should address the tax implications of your financial decisions” _builder_version=”4.18.0″ _module_preset=”default” header_text_align=”center” header_text_color=”#FFFFFF” header_font_size=”37px” header_letter_spacing=”2px” header_line_height=”1.2em” header_font_size_tablet=”32px” header_font_size_phone=”26px” header_font_size_last_edited=”on|phone” global_colors_info=”{}”][\/et_pb_blurb][et_pb_text _builder_version=”4.18.0″ text_font=”||||||||” text_text_color=”#FFFFFF” text_letter_spacing=”2px” header_font=”||||” background_color=”#0a0a0a” background_size=”initial” background_position=”top_left” background_repeat=”repeat” z_index=”0″ width=”100%” max_width=”650px” module_alignment=”center” custom_margin=”40px||||false|false” custom_margin_tablet=”||40px||false|false” custom_margin_phone=”||50px|0px|false|false” custom_margin_last_edited=”on|tablet” custom_padding=”|50px||50px|false|true” custom_padding_tablet=”|0px||0px|false|false” custom_padding_phone=”|25px||25px|false|true” custom_padding_last_edited=”on|phone” animation_style=”slide” animation_direction=”top” animation_intensity_slide=”4%” text_font_size_tablet=”13px” text_font_size_phone=”14px” text_font_size_last_edited=”on|phone” text_orientation_tablet=”” text_orientation_phone=”” text_orientation_last_edited=”on|tablet” global_colors_info=”{}”]<\/p>\n The U.S. Government Accountability Office indicates that taxpayers overpay an estimated $1 billion annually due to unrealized tax reduction opportunities<\/strong>.<\/span><\/p>\n Tax professionals focus on reducing tax liability. <\/strong>Their role is to utilize the tax code to benefit your return at tax time, and as proficient as they may be, they do not have the time to be \u201ctax architects\u201d of their client\u2019s investments, nor do they prefer to be.<\/strong><\/span><\/span><\/p>\n Accountants prefer to stay focused on accounting principles and partner with trusted financial planners<\/span><\/a> <\/strong>that align tax implications with accumulating and preserving wealth, aligning with their and their client\u2019s objectives<\/b>. The problem is that most financial advisors and firms do not consider overall tax implications their concern.<\/span><\/p>\n <\/span><\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ background_position=”top_left” custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/taxsmartinvesting.org\/wp-content\/uploads\/2022\/07\/wealth-management-advice.jpg” alt=”wealth management advice” title_text=”wealth-management-advice” align_tablet=”” align_phone=”center” align_last_edited=”on|phone” _builder_version=”4.22.0″ _module_preset=”default” transform_scale_tablet=”100%|107%” transform_scale_phone=”100%|129%” transform_scale_last_edited=”on|desktop” transform_scale_linked=”off” transform_translate_tablet=”” transform_translate_phone=”” transform_translate_last_edited=”on|desktop” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|desktop” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|desktop” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|desktop” transform_styles_last_edited=”on|desktop” width_tablet=”” width_phone=”75%” width_last_edited=”on|phone” max_width_tablet=”” max_width_phone=”” max_width_last_edited=”on|phone” module_alignment=”center” height=”680px” height_tablet=”671px” height_phone=”250px” height_last_edited=”on|tablet” max_height=”720px” max_height_tablet=”720px” max_height_phone=”” max_height_last_edited=”on|phone” custom_margin=”||||false|false” custom_margin_tablet=”||||false|false” custom_margin_phone=”||||false|false” custom_margin_last_edited=”on|tablet” custom_padding_tablet=”||||false|false” custom_padding_phone=”||||false|false” custom_padding_last_edited=”on|tablet” transform_styles_tablet=”” transform_styles_phone=”” module_alignment_tablet=”center” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.22.0″ _module_preset=”default” text_font=”|700|||||||” text_text_color=”#FFFFFF” text_font_size=”13px” text_letter_spacing=”1px” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”” transform_translate_last_edited=”on|phone” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” custom_margin=”10px|10px|5px|10px|false|true” custom_margin_tablet=”-50px|17px|3px|17px|false|true” custom_margin_phone=”50px|12px|20px|12px|false|true” custom_margin_last_edited=”on|phone” custom_padding_tablet=”||22px||false|false” custom_padding_phone=”||0px||false|false” custom_padding_last_edited=”on|tablet” text_font_size_tablet=”13px” text_font_size_phone=”13px” text_font_size_last_edited=”on|desktop” transform_styles_tablet=”” transform_styles_phone=”” text_text_shadow_style=”preset3″ global_colors_info=”{}”]<\/p>\n Financial stress doesn’t have an income threshold. We show you how to develop a crystal clear understanding of how to position yourself for long-term success.<\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” background_color=”#FFFFFF” custom_padding=”60px|||0px|false|false” global_colors_info=”{}”][et_pb_blurb title=”Client focused wealth management = Results, in after-tax dollars ” content_max_width_tablet=”” content_max_width_phone=”375px” content_max_width_last_edited=”on|phone” _builder_version=”4.18.0″ _module_preset=”default” header_text_align=”center” header_font_size=”37px” header_letter_spacing=”2px” header_line_height=”1.2em” custom_margin=”|3px|-5px|3px|false|true” custom_margin_tablet=”-30px|3px|0px|3px|false|true” custom_margin_phone=”-25px|10px||10px|false|true” custom_margin_last_edited=”on|phone” custom_padding=”|15px||15px|false|true” header_font_size_tablet=”32px” header_font_size_phone=”26px” header_font_size_last_edited=”on|phone” global_colors_info=”{}”][\/et_pb_blurb][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” text_font=”||||||||” text_text_color=”#0a0a0a” text_letter_spacing=”1px” text_line_height=”1.5em” min_height=”427.8px” custom_margin=”32px||||false|false” custom_margin_tablet=”||-50px||false|false” custom_margin_phone=”25px||-50px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”|50px||50px|false|true” custom_padding_tablet=”|50px||50px|false|true” custom_padding_phone=”|27px||27px|false|true” custom_padding_last_edited=”on|phone” animation_style=”slide” animation_direction=”top” animation_intensity_slide=”4%” text_font_size_tablet=”” text_font_size_phone=”14px” text_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n The vast majority of wealth advisors, and firms consider wealth management to be <\/strong>focused solely on performance<\/b>. <\/span>Tax-smart investing benefits you by considering tax implications just as important as investment performance. Taxes are typically not a discussion until placed in the capable hands of your CPA or accountant at tax time, for them alone to do the heavy lifting and create the best outcome.<\/span><\/p>\n With investments, there are fund fees and management fees. How about the governmental fees (taxes) that you pay in the way of capital gains on the results of your investments? The majority of wealth management advisors discuss your fund fees and management fees, but rarely the “third fee” (taxes).<\/strong><\/span><\/p>\n What is your true performance once you factor in your capital gains? Imagine your investment performance in after-tax results. That is what we do for clients.<\/p>\n We advise clients through a <\/span>proactive, year-round strategic <\/b>tax planning<\/b><\/a><\/span> process designed to apply the most appropriate strategies to create opportunities to reduce the tax drag of your investments to reduce capital gains for better after-tax outcomes. <\/span>We provide the best wealth management in Orange County.<\/span><\/b><\/p>\n <\/b><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.16″ _module_preset=”default” background_enable_color=”off” background_image=”https:\/\/taxsmartinvesting.org\/wp-content\/uploads\/2022\/01\/client-focused-financial-planning-scaled.jpg” background_position=”center_right” width=”100%” module_alignment=”center” height=”550px” height_tablet=”450px” height_phone=”525px” height_last_edited=”on|tablet” custom_padding=”40px||||false|false” custom_padding_tablet=”0px||||false|false” custom_padding_phone=”” filter_sepia=”100%” background_last_edited=”on|desktop” parallax_tablet=”off” parallax_phone=”off” background_size_tablet=”cover” background_size_phone=”cover” background_position_phone=”center_left” box_shadow_style=”preset2″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” width=”100%” custom_padding=”13px||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_cta title=”In all of our engagements, our goal is to listen” button_url=”https:\/\/taxsmartinvesting.org\/schedule” url_new_window=”on” button_text=”Schedule a conversation” _builder_version=”4.16″ _module_preset=”default” header_level=”h3″ header_text_align=”center” header_font_size=”32px” header_letter_spacing=”2px” header_line_height=”2.1em” body_letter_spacing=”1px” body_line_height=”1.8em” background_color=”rgba(0,0,0,0.81)” custom_button=”on” button_text_size=”13px” button_border_radius=”25px” button_letter_spacing=”1px” button_font=”Montserrat||||||||” button_icon=”5||divi||400″ button_alignment=”right” button_custom_margin=”||5px||false|false” button_custom_padding=”5px||5px||false|false” button_custom_padding_tablet=”5px||||false|false” button_custom_padding_phone=”” button_custom_padding_last_edited=”on|tablet” width_tablet=”85%” width_phone=”” width_last_edited=”on|tablet” custom_margin=”97px||||false|false” custom_padding=”7px||15px||false|false” filter_opacity=”83%” header_font_tablet=”|600|||||||” header_font_phone=”” header_font_last_edited=”on|tablet” header_text_align_tablet=”” header_text_align_phone=”left” header_text_align_last_edited=”on|phone” header_font_size_tablet=”22px” header_font_size_phone=”17px” header_font_size_last_edited=”on|phone” header_letter_spacing_tablet=”1px” header_letter_spacing_phone=”” header_letter_spacing_last_edited=”on|tablet” header_line_height_tablet=”1.9em” header_line_height_phone=”1.4em” header_line_height_last_edited=”on|tablet” body_text_align_tablet=”” body_text_align_phone=”left” body_text_align_last_edited=”on|phone” body_font_size_tablet=”13px” body_font_size_phone=”11px” body_font_size_last_edited=”on|tablet” background_color_tablet=”rgba(0,0,0,0.71)” background_color_phone=”rgba(0,0,0,0.78)” background_last_edited=”on|desktop” background_enable_color_tablet=”on” background_enable_color_phone=”on” button_text_size_tablet=”11px” button_text_size_phone=”10px” button_text_size_last_edited=”on|tablet” module_alignment_tablet=”center” module_alignment_phone=”” module_alignment_last_edited=”on|tablet” border_radii=”on|5px|5px|5px|5px” button_text_shadow_style=”preset1″ box_shadow_style_button=”preset1″ global_colors_info=”{}” button_border_radius__hover_enabled=”on|desktop” button_border_radius__hover=”0px” button_border_color__hover_enabled=”on|hover” button_border_color__hover=”#FFFFFF”]<\/p>\n The financial advisory industry has a habit of categorizing individuals and businesses into boxes by assets. We prefer to focus on understanding your “big picture” goals, instead of presenting a generic menu of options. It’s only then we can begin to examine the appropriate ‘how’ to fit your unique ‘why’ and the applicable wealth management and tax strategies best suited for your needs.<\/p>\n [\/et_pb_cta][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” disabled_on=”off|off|off” admin_label=”Contact Us” _builder_version=”4.27.5″ background_color=”rgba(255,255,255,0.64)” background_image=”https:\/\/taxsmartinvesting.org\/wp-content\/uploads\/2021\/09\/zen-5533531_1920.jpg” background_blend=”color” height_tablet=”1250px” height_phone=”1390px” height_last_edited=”on|tablet” max_height=”1500px” custom_padding=”75px|0px|75px|0px|true|false” custom_padding_tablet=”50px||50px||false|false” custom_padding_phone=”10px||10px||false|false” module_alignment_tablet=”center” module_alignment_phone=”center” module_alignment_last_edited=”on|tablet” global_module=”241390″ saved_tabs=”all” locked=”off” collapsed=”off” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ make_equal=”on” custom_padding_last_edited=”on|tablet” _builder_version=”4.27.5″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” width=”100%” width_tablet=”” width_phone=”” width_last_edited=”on|tablet” max_width=”1000px” max_width_tablet=”100%” max_width_phone=”” max_width_last_edited=”on|tablet” module_alignment=”center” min_height=”500px” height=”610px” height_tablet=”645px” height_phone=”” height_last_edited=”on|phone” max_height=”1000px” custom_margin=”|||” custom_margin_tablet=”|||” custom_margin_phone=”||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”|||||true” custom_padding_tablet=”|40px||40px|false|true” custom_padding_phone=”|0px||0px|false|false” use_custom_width=”on” custom_width_px=”1280px” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.27.5″ background_color=”RGBA(255,255,255,0)” background_enable_image=”off” custom_padding=”40px||40px||true|false” border_radii=”on|25px|25px|25px|25px” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blurb title=”What you can expect…” content_tablet=”<\/p>\n <\/em><\/p>\n You don’t want to be judged for not having the %22right%22 financial habits, saving enough, or spending too much.<\/em><\/span><\/p>\n You don’t want to open up to a STRANGER about your finances.<\/em><\/span><\/p>\n You don’t want to waste your time with someone that wants to take the driver’s seat and tell you what to do instead of being your navigator and presenting you with options around what matters most to you.<\/em><\/span><\/p>\n <\/strong><\/p>\n We have no agenda and believe in truly listening first, and advice second. We begin with a phone conversation, lend actionable advice, and promise no follow-up unless you ask.<\/strong><\/p>\n You are welcome to send us a message below, schedule a conversation<\/a><\/span>, or give us a call. We are here to support your concerns, provide clarity, and lend perspective.<\/strong><\/p>\n ” content_phone=”<\/p>\n <\/em><\/p>\n You don’t want to be judged for not having the %22right%22 financial habits, saving enough, or spending too much.<\/em><\/span><\/p>\n You don’t want to open up to a STRANGER about your finances.<\/em><\/span><\/p>\n You don’t want to waste your time with someone that wants to take the driver’s seat and tell you what to do instead of being your navigator and presenting you with options around what matters most to you.<\/em><\/span><\/p>\n <\/strong><\/p>\n We have no agenda and believe in truly listening first, and advice second. We begin with a phone conversation, lend actionable advice, and promise no follow-up unless you ask.<\/strong><\/p>\n<\/ul>\n
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