At Cohesion Wealth Advisors, LLC, we expand on the deliverable that our CPA team provides by going beyond a preparer role to a full-service tax planning firm. We believe in helping your family get out of the traditional financial check boxes by implementing forward thinking and challenging what has already been done. Through this innovative approach, we can help you answer questions like:
- How can I create a steady stream of income that will last through retirement?
- How much should I be paying in taxes?
- Which investment strategies are more tax-advantaged than others?
- What are the tax implications of my inheritance or other lifestyle changes?
- Are my investments working hard enough?
- How can I leave a legacy to my family in a tax-efficient manner?
- What are the elements of a sound succession plan?
- Do I have enough life insurance to protect my family?
- How can I better protect my business from unexpected events?
- When can I retire?
Our extensive knowledge of tax management and tax planning strategies is what sets us apart from your traditional financial firms.