Tax strategy
- a.Roth conversions and account order
- b.Harvesting losses and gains
- c.Giving that lowers your bill
Service
Keep more of what you earn and sell
- First meeting
- Free · 45 min
- Fee
- Flat, never a percentage
Most tax savings come from timing, not tricks: which account to draw from, when to convert, when to sell and how to give. We plan it every year with your accountant, before the deadlines, not after.
What it covers
- 01Roth conversions and account order
- 02Harvesting losses and gains
- 03Giving that lowers your bill
Best for
- High earners and surgeons
- Retirees drawing income
- Anyone selling a business or property
Fee · Included in Ongoing and Family office
Questions
Only by you. A flat fee agreed up front — no commissions, no percentage of your assets, no products to sell.
Yes. 45 minutes on video, no obligation. If we can't help, we'll say so and point you to someone who can.
No asset minimum. The Plan works for anyone with a question worth answering — Ongoing suits people with investments to manage.
With a large independent custodian, in your name. We can advise and trade — we can never withdraw.
Very often that's when it matters most — income order, taxes and what you leave behind.
Yes — pay, pensions, succession and the sale, planned together with your accountant.
Low-cost index funds, set by your plan and rebalanced four times a year.
Your first step
Forty-five minutes on video with an advisor. You leave with three things to do next — whether or not you hire us.
- ✓Free, no obligation
- ✓An advisor, never a salesperson
- ✓Three next steps, in writing
Pick a time
You'll talk to Helena Marsh, CFP®