Risks from lawsuits, accidents, property damage, health, and other financial threats are realities of modern life. Identifying and mitigating these potential risks is an essential, yet often overlooked, part of a comprehensive financial plan.
We can help you mitigate or prevent financial losses associated with these risks by using a variety of tools and processes, such as:
Together, we will consider the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. While individual decisions are rarely made solely on their tax impact, New Harbor’s CERTIFIED FINANCIAL PLANNER™ practitioners will help you explore the tax and cost implications of your options.
A major goal of personal tax planning is minimizing federal income tax liability. This can be achieved by:
It’s important to have a master plan for the management of your property through all the phases of your life, and for its distribution when you pass. The craft in this planning is to minimize potential taxes without interfering with other financial goals.
We will help you protect the assets you transfer from excessive depletion by understanding the applicable taxes and the various strategies you can use to minimize them. For most people, effective estate planning will:
Risks from lawsuits, accidents, property damage, health, and other financial threats are realities of modern life. Identifying and mitigating these potential risks is an essential, yet often overlooked, part of a comprehensive financial plan.
We can help you mitigate or prevent financial losses associated with these risks by using a variety of tools and processes, such as:
Together, we will consider the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. While individual decisions are rarely made solely on their tax impact, New Harbor’s CERTIFIED FINANCIAL PLANNER™ practitioners will help you explore the tax and cost implications of your options.
A major goal of personal tax planning is minimizing federal income tax liability. This can be achieved by:
It’s important to have a master plan for the management of your property through all the phases of your life, and for its distribution when you pass. The craft in this planning is to minimize potential taxes without interfering with other financial goals.
We will help you protect the assets you transfer from excessive depletion by understanding the applicable taxes and the various strategies you can use to minimize them. For most people, effective estate planning will: