Topel Forman News

Tax-Smart Investing and Financial Planning

Jun 5, 2023

We’re thrilled to announce the establishment of our financial planning and wealth management practice at Topel Forman, bringing you a comprehensive range of tax-smart investing solutions. In partnership with Avantax Planning Partners, we’ve integrated long-term financial planning, wealth management, and retirement planning to provide you with a comprehensive, tax-smart approach.

Our unique approach combines our deep understanding of your unique financial and tax profile with the expertise and resources of Avantax financial professionals. Together, we introduce you to Guidance Planning Strategies (GPS) – an innovative and interactive financial planning tool. GPS empowers you with a clear and comprehensive picture of your financial situation, enabling you to track your progress toward your goals. Using GPS as the foundation, we construct a tax-smart, comprehensive financial plan tailored to your specific needs. By aligning your investments and strategies with your tax situation, we aim to minimize unnecessary tax burdens and maximize your wealth accumulation potential.

At Topel Forman, we recognize that informed financial decisions are key to your success. Our goal is to equip you with the knowledge and tools necessary to navigate complex financial landscapes while optimizing your tax advantages. With our integrated approach, you can feel confident that your financial plan is designed to support your goals, minimize tax liabilities and help to secure your financial future.

Contact us today to learn more about our comprehensive tax-smart financial planning and wealth management services. Together, we’ll create a roadmap to your financial success.

If you have questions, please reach out to your Topel Forman contact.


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