A Tax-Intelligent Approach to Wealth Management
Each of our clients has unique goals when it comes to financial planning. That’s why Sassetti has partnered with Avantax Planning PartnersSM to offer a comprehensive approach to wealth management and financial planning called Guidance Planning Strategies (GPS). This partnership allows us to create a long-term plan, look at the impact of all financial decisions and demonstrate how these decisions will impact your future.
The financial planning process begins with understanding what is important to you. We listen, assess and discuss tax-efficient financial strategies to create a comprehensive plan that includes:
Tax-Focused Investment Strategies
Family Risk Management
Business Planning
Legacy Planning
Retirement Planning & Withdrawal Strategies
Cash Flow Management
Education Planning
Guidance You
Can Trust
To experience a holistic approach to planning, it is essential you coordinate tax considerations with your CPA.
Planning You
Will Understand
Navigating your destination points
and adjusting as needed provides clarity for your journey.
Strategies That
Make a Difference
Comprehensive advice generates financial options unique to your situation.
The financial planning process begins with understanding what is important to you.
Tax-Focused Investment Strategies
Navigating the markets requires having an investment portfolio that serves as a reflection of your risk tolerance, time horizon, and liquidity needs. But there is an additional step to ensure the returns you earn are not eroded by taxes. Having an investment strategy that meets your financial goals and minimizes your tax liability is going to be paramount to your overall financial plan.
Retirement Planning & Withdrawal Strategies
While retirement may start in the later stages of life, the dreams of retirement start much sooner. The earlier retirement needs are identified and addressed, the more likely you will realize those dreams. Planning for both the accumulation and withdrawal stages of retirement requires consistency, discipline, and accounting for the tax implications of saving and spending in retirement.
Family Risk Management
Every financial plan has potential risks associated with it – risks that can become prevalent when life happens. It is important to mitigate those risks so your financial plan, and your family, does not suffer because of those catastrophic life events.
Business Planning
Most businesses in the U.S. are not run by corporations, but rather by families. Planning for contingencies in running a business allows for both the employer and employee to succeed financially, especially during times when the focus is on the day-to-day operations as compared to the company vision. Contingencies include business growth, business continuity, employee retention, and tax savings.
Legacy Planning
How do you want to be remembered? Legacy planning comes down to being able to ensure your wishes, values, and priorities are upheld throughout life. Whether it is through education, charitable giving, or trust planning, building a legacy can ensure the next generation(s) of your family are supported.
Education Planning
Despite increasing tuition costs and debate around attending college, education planning can be one of the easiest financial hurdles to overcome. With recent tax-law changes, education planning is not limited to college. It is important to discuss the educational options for both children and grandchildren and see how these options can affect cash flow, debt management, and estate tax planning.
Cash Flow Management
The concept of cash-flow management boils down to one thing – how much are you saving versus how much are you spending? Developing a strategy where your savings and spending choices reflect your values and priorities can positively affect your financial plan. Having a clear picture of monthly inflows and outflows can lead to informed decisions on other aspects of planning for you and your family.
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Advantages of Engaging With Avantax
- Collaborating with a Sassetti tax advisor to provide a comprehensive picture of your financial situation.
- Providing a complimentary and independent review to address your planning areas.
- Designing custom plans to give you a foundation to understand why and how decisions are made.
- Working together to help you achieve your short and long-term goals.
See the Avantax difference when your financial plan takes into account tax-intelligent investing, your trusted advisor and a Financial Professional.
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Sassetti LLC. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.
Meet The Experts
Our team members have spent a lot of time problem-solving for a variety of industries. Their expertise is unmatched and they are driven and excited about new challenges.
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