"If you can eliminate the government as a 39.6% partner, then you will be much better off."
- Warren Buffett, CEO,
Taxes are at the heart of every personal financial plan, affecting everything from estate planning to investments to cash management.
At AFS Financial Group, we are pro-active in identifying opportunities to help minimize your taxes. We allocate investments that incur higher taxes to tax-deferred accounts, favor long-term over short-term capital gains, and harvest capital losses to offset gains when prudent. We also help you identfify year-end planning strategies to help minimize your overall tax burden.
We believe that understanding the tax implications of any financial decision is critical to generating the best possible net returns.