Tax Planning

Our financial advisor strives to create tax-efficient strategies for clients in Nashville, Charlotte, and beyond so that you can keep more of your hard-earned money.  

Staying aware of changes in state, federal, corporate, and other taxes is a massive undertaking.  At Schadel Financial, we understand that taxes impact every aspect of your financial life.  We find that many people confuse tax preparation and tax planning. 

Tax preparation deals with reporting numbers that have already happened on the relevant tax forms, whereas tax planning is an ongoing process that looks at your current and anticipated circumstances to develop strategies to more tax efficiently arrange your affairs both now and in the future.

Tax planning can be powerful and today’s environment makes it even more important.  Our clients receive proactive advice on a wide variety of tax efficient strategies based on their individual circumstances and goals.  What do tax rates look like now?  Which account should take withdrawals from first?  How does your retirement income affect your Medicare premium? How is Social Security income taxed?  Should I exercise my employee stock options now or wait?

We can help you understand how your decisions today can impact your taxes now and in the future.  When working with us, be assured that the decisions we make on your behalf take into consideration any potential tax implications.

View our tax planning resources here.