Helping maximize your wealth by minimizing your taxes
An effective strategy to maximize wealth includes combining comprehensive tax & wealth planning with tax-aware investing. We emphasize to our clients that it isn’t what you earn that counts, but what you keep after taxes.
Reach out to us to see if you could meet your goals more easily and preserve more of your wealth with a comprehensive tax strategy.
How we use tax & financial planning to lower taxes:
How we use tax-efficient investment management:
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Learn more about minimizing your taxes with proper planning
Insights on Managing Your Wealth
Please Remember: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by First Foundation Advisors-“FFA”), or any non-investment related content or recommendations, will be profitable or prove correct. FFA is neither a law firm, nor a certified public accounting firm, and no portion of the content should be construed as legal, tax or accounting advice. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
Please Note: Projection/Assumption Limitations. The purpose of the projection is to provide a guideline to help determine which scenario best meets current and/or anticipated financial situations and/or objectives, with the understanding that either is subject to change, in which event FFA remains available to discuss the projection and assumptions with the client.