205-506-0101 info@stewardshipip.com

Tax Planning

Because tax planning and financial planning are closely linked.

Tax Planning

Taxes are a large expense item, which means it’s important to include tax planning as part of an overall financial plan.  We will coordinate with your CPA to monitor and manage the tax consequences of your investments, cash flow, and unique situations. We will assist by minimizing tax implications on investments, maximizing tax deferred savings, and produce tax efficient retirement income.