Broker Check

Houston Office

12 Greenway Plaza

Suite 1100
Houston, TX 77046

Tax Saving Plans

Tax planning is the analysis of a financial situation or plan from a tax perspective. The purpose of tax planning is to ensure tax efficiency. ... Reduction of tax liability and maximizing the ability to contribute to retirement plans are crucial for success. We apply up to 10 tax-smart investment techniques in your managed assets at different times throughout the year.

Tax saving strategies we’ll review include:

  • Contributing to Your Retirement
  • Contributing to a Health Savings Account (HSA)
  • Furthering Your Education
  • Investing in Your Children’s Education
  • Giving to Charity
  • Deducting Your Home Office
  • Going to the Doctor
  • Holding Off On Billings
  • Reviewing the Ultimate List of Deductions

For more information on Tax Saving Plans Financial Services, contact me today.

Suggested Content

Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn More
Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn More
How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
Learn More

Connect With Us To Get Started!

Thank you!
Oops!