TAX PLANNING In our tax planning, we work with our clients' tax advisors to minimize taxation at all life stages, including income, gift, and estate taxes. We monitor each client's evolving tax scenario, and adjust their portfolios accordingly, in order to minimize the ongoing tax consequences of their investments wherever feasible. By performing tax planning within the context of the disciplines of appropriate financial planning and asset management, we ensure that, while grappling with the intricacies of the client's tax strategies, we keep their broader planning goals in the foreground.
About | Financial Planning | Asset Management | Reference | Contact | Home © 2001-2009 Roof, Eidam & Maycock, LLC. Securities offered through LPL Financial, Member FINRA/SIPC, Investment Advice offered through Roof, Eidam & Maycock, LLC, a registered investment advisor and seperate entity from LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, DC, FL, GA, KY, HI, IL, KY, MA, MN, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA. Mandatory Disclosures.