In this video, I'm excited to introduce a new service our firm is offering – tax planning. No matter your age, income, goals, or filing status, taxes are a significant annual expense and a common concern for many of our clients. You asked, and we listened! We're now proud to offer comprehensive tax planning services.
By closely examining your current and prior year tax returns, we can determine steps to potentially reduce the amount owed next year and discover other long-term planning opportunities. Our goal is to help you become as tax-efficient as possible, minimizing unnecessary and avoidable taxes.
We're thrilled to offer tax planning as part of our comprehensive financial planning services because taxes impact nearly every aspect of your financial life.
If you and your family are interested in our new tax planning service, please send me a direct message!
Thank you for watching, and we look forward to helping you achieve your financial goals.
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of TEXAS, OHIO, NEVADA, CALIFORNIA and WISCONSIN. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Houston First Financial Group and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.
