If not properly managed, taxes can significantly erode your long-term savings. That’s why we incorporate tax planning and minimization strategies into every decision we make on your behalf.
Tax Minimization Strategies
Managing Your Finances & Minimizing Tax Liabilities
At Prospect Estate Planning, we look for opportunities to lower your tax liabilities, both during your working years and in retirement. Based on your specific financial situation and future goals, we may implement any combination of the following tax-saving strategies:
- Tax Savings Diversification Across Taxable, Tax-Deferred & Tax-Free Accounts
- Tax-Efficient Withdrawal Strategies
- Tax-Loss Harvesting
- Asset Location
- Roth Conversions
- Tax Bracket Maximization
- Tax-Efficient Business Planning Strategies
Services at Prospect Estate Planning
While estate and legacy planning are the foundation of what we do, we also support many other financial needs as part of your overall plan. Each family we work with receives our focused attention on their unique goals, needs, and financial desires. Here is a summary of some of the services we offer which can be scaled up or down depending on your situation.
When it comes to estate planning, tax planning and safety in retirement, it’s all about keeping what you have! Tune into KKNT AM960 & KFYI AM550 every Sunday.
Unearthing Financial Opportunity.
Don’t miss Jon Floyd digging into key topics, strategies and concepts to help you explore your options & enhance your financial knowledge.
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Ready for the Next Steps? Contact Us!
We are here to support you and your family’s financial journey by providing estate planning strategies! Please reach out to us for a complimentary, no-obligation conversation about your situation. We look forward to speaking with you. Call us at (602) 807-1411 or Schedule an appointment with Jon or Justin
The Trust Factor Radio Podcast
Tune in & don’t miss Jon Floyd from 8 to 9AM on KKNT The Patriot at AM960 & KFYI AM550 on your radio dial!
