SERVICES

PHELPS FINANCIAL GROUP

Tax Planning

Tax planning is an essential part of a financial plan. We’ll analyze your financial plan from a tax perspective, so all elements of your financial plan will work together in the most tax-efficient manner possible.

Recognizing that no investor wants to have to pay more a cent more in taxes than necessary, we can analyze how certain financial products may make sense for your financial planning in order to minimize your tax burden. Certain strategies offer tax deferral so that you only pay taxes when you actually take a withdrawal. Other products, such as life insurance, also offer the opportunity to utilize income-tax-free income when structured properly.

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