Streamline your financial life with a unified strategy. We combine expert investment management with proactive tax planning to ensure every part of your financial plan works together, providing clarity and consistency on your journey to financial success.
A Coordinated Approach to Your Finances
Why juggle multiple professionals when you can have one integrated team? At FND, your Financial Planner has direct access to your tax information. This seamless connection means:
- No chasing down documents
- No repeating the same information to multiple offices
- No missed opportunities for tax savings
Comprehensive Tax Services
We provide dedicated support throughout the year, not just during tax season. Our team is your go-to resource from initial planning to final filing and future strategy.
We strategically align your income, deductions and credits to optimize your tax brackets and help reduce your overall tax liability.
With your investment documents already on hand, we can begin the filing process promptly and efficiently, ensuring your taxes are filed with precision.
We help you identify the right moments to convert assets to a Roth IRA, such as in low-income years, to potentially minimize taxes while growing your retirement funds tax-free.**
Our team can help you strategically sell underperforming investments to offset capital gains and lower your taxable income.