Tax Planning Services

Don’t pay more than you have to

Taxes shouldn’t feel impossible

While we can’t deny that taxes are inevitable – and should be integrated with your comprehensive financial plan – they don’t have to be an exhausting burden.

Our tax planning services help ensure you never pay more than you have to.

So you can let go of tax time stress.

We might even uncover hidden benefits

Besides taking the guessing and stressing out of your taxes, our tax planning services can also help uncover advantages you weren’t aware of.

For instance, did you know you could be using tax-advantaged accounts to save money for you and your family in the future?

Or that you can structure your accounts with particular asset types for extra control over your tax savings and payments?

You always have to pay your fair share, but let’s make sure you’re not paying more than you should.

Protecting your hard-earned cash

Consider everything

Our tax planning strategies consider your goals for retirement, estate planning, college funding – all of it.

Maintain your portfolio

Your tax planning advisor will consider how your investments are taxed and help you maintain a responsible portfolio.

Make the most of your return

We help you minimize your taxable events and maximize your accounts so you can get the most out of your return.

Process

Financial guidance and support.

1

Meet

with us

Book your free initial consultation with one of our financial advisors.

2

Tell us

what you value

Help us understand your goals and what’s important to you.

3

Get a

plan that feels good

We’ll create a plan that fits you now and in the future.

Testimonial

Advice that changes with your circumstances.

I have worked with [Fingerlakes Wealth Management] for years, and always receive wise advice for my present and future circumstances, which change every year.

I always leave my appointments feeling empowered and calm. They are friendly and professional. I cannot recommend them enough.
Marrion Ferrer
Fingerlakes Wealth Management client

Feel good about
your financial future.

Your life. Your finances. We include you in every conversation, prioritize your values, and support your goals.

Tailored guidance to help you make smart financial choices

Comprehensive planning and holistic wealth management

Advice that integrates with your values at every stage of life