Guard Your Wealth from Excess Tax
Protect your wealth from unnecessary taxation and have your investments managed with tax planning in mind. With the assistance of our tax division, Beacon Tax Services, an experienced financial advisor will help you determine the most efficient tactics to minimize your taxes. From annual household income to investments, trusts, or estates, an advisor will review your entire financial picture to establish the best short-term and long-term tax planning decisions that match your financial goals. An additional benefit is that Beacon Tax Services donates 100% of tax return profits to Christian ministries.