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I’m interested in how a tax-efficient approach will affect my:

I have a specific tax or financial question

Now Serving the Fox Cities!

Visit us at our new Appleton location:
4351 West College Ave, Suite 110
Entrance on S Nicolet Road to Lawrence Street

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Boost the value of every dollar your business earns.

See what we help business owners accomplish.

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Get an unbiased second opinion.

As an independent practice, we can provide objective advice to help mitigate taxes, costs and manage risk.

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As wealth grows, so does the impact of tax.

Tax plays a part in every individual aspect of your financial picture - so why is it an afterthought when it comes to your financial strategy?

Increasingly over time, tax can diminish the value of every dollar you earn, save and give away. For this reason, our focus is to integrate tax strategy not only into your investment plan, but into all aspects of your wealth.

The intended results

  • Enhance the value of your investments while managing risk
  • Preserve more of your wealth through transitions and through retirement
  • Optimize your cash flow for each life stage

How much could you save with a tax-oriented wealth plan?

10 Advantages of a Tax-Efficient Wealth Plan

If the value of a dollar can be cut in half by tax, the value of a wholly tax-efficient investment and wealth plan can be remarkably high. This is the opportunity we create for our clients.

William Bowman, CPA
President, Wealth Manager

Who sees the most benefit?

Those who see the most value from a tax-oriented comprehensive plan include:

How can you potentially earn more while managing risk? We’ll show you where the inefficiencies are in your portfolio.

Questions We Often Hear

Couldn’t find your answer? Send us your question and we’ll reply within a day.

Insights from the Specialized Professionals

We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

70+ | Will Updated I.R.S. Tables Create an Opportunity for Retirees?

Life expectancy table updated for the first time since 2002. If you are retired and have reached your seventies, you may have the opportunity to […]

Under 70 | Retirement Seen Through Your Eyes

After you leave work, what will your life look like? How do you picture your future? If you are like many contemplating retirement, your view […]

Under 60 | Before You Claim Social Security

A few things you may want to think about before filing for benefits. Determining when to take Social Security benefits is a complicated financial decision. […]

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