Alleviate: Grasping Tax Diversification via Asset Location*
Life might have treated you financially well and placed you in the upper tax brackets (32% or higher). Monique and her team at Higher Ground Financial Services can help optimize your earnings in a tax-sensitive way, including Profit Sharing Plans, Cash Balance Plans, and more. We’ll explore other healthy moves that add to your assets while increasing your tax relief.
*Higher Ground Financial Services and Concourse Financial Group Securities, Inc. (CFGS) do not give tax advice to consult with an attorney or CPA.
Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Higher Ground Financial Services is independent of CFGS.