The wealth manager is typically not the tax expert. Tax expertise should be left to the tax CPA. The firm's founder has many years experience managing his own tax practice. He recognizes that tax laws change constantly which is why we don't do taxes, we don't give tax advice.
There is no single answer to the how-do-you-pay-less-taxes question, especially when you take into consideration risk tolerance, concentration of investments, client age, time horizon, financial situation, etc. It's like anything else: evaluate alternatives, choose the one or ones that fit best. In that regard, consider the following:
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through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. AXIOM Financial Advisory Group, LLC and IFG are unaffiliated entities. Licensed to sell securities in the following states: AR, AZ, CA, CO, FL, NC, NM, TX. The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete, or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
AXIOM Financial Advisory Group
7373 E. Doubletree Ranch Road, Suite 170
Scottsdale, AZ 85258
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