Second opinions, consultations, comprehensive reviews, tax maps, and Roth Conversion insights
SECOND OPINION SERVICE
The Value of a Second Opinion
Nearly 90% of affluent investors welcome a second opinion on their families' finances.
We often help people save hundreds of thousands of dollars in retirement by helping them maximize income, minimize taxes, and avoid hidden fees.
We are independent so we aren't limited in the types of products or methodologies we can explore. With Optimal Tax, LLC you'll get objective perspectives and comprehensive solutions.
We like to say, "you don't know what you don't know". Let us see if we can help improve your current tax plan.
Schedule a FREE second opinion. Call us now or schedule a call
What to Expect
First, we'll take a holistic view of your tax goals and evaluate your individual situation. We then make easy, simple to understand recommendations based on YOUR situation, and based on what YOU want to achieve.
1. If we find that you're in good shape, we'll advise you to stay where you're at and keep your plan in motion.
2. If we find that you could be in a better situation but we aren't the best fit for your needs, we'll be happy to point you in the right direction, to a professional who can work with you more effectively.
3. If we find gaps in your current plan, and feel that we can provide you with a significant advantage in reaching your goals, we'll explore the idea of working together.
Second Opinions Matter!
Did you get a 2nd opinion on your career choice? When you bought your first house or car? It makes sense to get a second opinion on your tax plan goals as well.
Give us a Call, let us see how we can help!