A strategy to mitigate taxes is critical for any financial and retirement plan, including:
Assessing the taxable nature of your current holdings
IRA & Qualified Plan optimization
Strategies to reduce your tax burden
In conjunction with Foresight Wealth Management, Ron Hada, CPA, CFP®, provides customized planning and professional investment management based on risk tolerance, time horizon, and financial goals.
Make sure your investment portfolio and the related accounts are appropriate for your goals and objectives. Investment planning and management are more than just a rate of return. It includes asset allocation, portfolio rebalancing, tax mitigation, fee management, manager selection, risk management aligned with risk tolerance, etc. Ron is a fee-based advisory and does not use investment products that charge a commission, aligning his interests with his clients.
Make sure you’re using appropriate strategies to accumulate wealth in your working years to retire when you want and want while preserving a well-deserved legacy. Our Certified Financial Planner, Ron Hada, will prepare you for financial freedom.
Successful businesses invest in their most important asset–their employees. A company-sponsored retirement plan is often the first tool to consider when attracting and retaining employees. Did you know that you can offer your employees 401(k) benefits without matching? Some companies even provide profit-share matching as an alternative solution. We know 401(k) products, and more importantly, we know how to manage them. It all starts with plan design. We also provide free retirement plan reviews if you already sponsor a retirement plan. Let’s talk today!
Is the value of your business higher than you think, or are you ready to sell? We focus on getting your business prepared for a buyer’s eyes. We have a unique and specialized approach with Dental Practices to help any dental practice of any size begin operating its business to maximize and justify its value to a potential buyer whenever a future sale may occur. This approach is also used with any small business that wants to think bigger.
We eagerly anticipate the opportunity to acquaint ourselves with you and gather valuable insights into your personal and practice's financial goals. Schedule a consultation. We look foward to meeting with you.
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