Investment Planning
Taxes are unavoidable, but paying too much in taxes can be avoided. At Pure, one of our key financial planning strategies is finding ways to reduce the amount you pay in taxes annually. Our proven strategies to reduce taxes are an important part of your overall financial plan because unlike the market, tax liability is something we have some control over.
The tax planning strategies you choose to manage your accounts control long term and short-term tax liabilities. You can make a significant difference in the net after-tax value of your investments by utilizing the knowledge of professional wealth management team. We devote substantial resources to develop the tools and to implement the strategies that may control our clients’ tax liabilities and ultimately enhance the value of your investments. Within our asset management platform, we offer techniques such as tax grouping, tax-loss harvesting to offset capital gains tax and complex Roth conversion strategies. Remember, it’s not what you earn but what you keep that counts!
