Tax Planning
Tax planning is much more than just filing your annual returns and paying your taxes on time. Our goal is to help you reduce your tax burden (within legal guidelines of the IRS code) and to strategically plan with your other advisors the best method(s) of accomplishing this objective.
We will work to assist you, along with your tax professional in reducing taxes in several areas, which include but are not limited to:
- Pre-Retirement Wealth Accumulation
- Post-Retirement Income Distribution
- College Funding
- Estate Transfer Planning
Material discussed is meant to provide general information and it is not to be construed as specific tax advice. Neither United Planners nor its financial professionals render tax advice. Please seek such advice from your own tax professional.
Connect with us
Contact Mathis Financial using the information provided on Contact Us » page. Connect with us on LinkedIn ». You may also call us at at 602.393.0501 or 800.817.9406 .
This information is intended for use only by residents of (AZ, CA, CT, ID, IL, IN, IA, MO, NY, OH, PA, TX, UT, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than Arizona and California.
