Keep Taxes Low Today and in Retirement
risks
ignoring future Taxes
Without careful tax planning, it's entirely possible—not even uncommon—for you to have a higher tax bill during retirement than your working years!
missed opportunities
Another professional reviewing how your taxes today will impact every aspect of your financial plan can help you find opportunities you never knew you had.
miscommunication
If your financial professionals are not working together, it is impossible to optimize both your short- and long-term tax obligations.
Discover how much more of your hard-earned savings you could keep with a long-term tax efficient retirement plan. It'll take you about 2 minutes—all online and entirely free—to find out and could be your first step to saving hundreds of thousands of dollars in retirement.
Stategic Long-Term Tax Planning
The financial decisions you make today will impact your tax obligations in the future. You could end up paying hundreds of thousands—potentially even millions—of dollars in legally avoidable taxes. See how much of a difference an efficient long-term tax plan could make for you...
Annual Tax Return Analysis
Every year we analyze your tax returns with you to look for opportunities and helping you avoid any costly tax mistakes.
CPA
COLLABORATion
We work together with your CPA to ensure your entire financial team is on the same page. If you do not already have a CPA you like and trust, you can use one of ours at no additional cost to you.
As with every aspect of your financial life, when you partner with Spicer Capital, we won't just plug you into lazy mainstream solutions, instead we will help you optimize your taxes. An efficient long-term tax plan could save you more than $1,000,000 in taxes over your lifetime.
Discover just how much of a difference it could make for you...
Services
Learn how we serve our clients in each of these areas by tapping on the icons.
CASH FLOW
PLANNING
INVESTMENT
PLANNING
RETIREMENT
PLANNING
INSURANCE
PLANNING
ESTATE
PLANNING
TAX
PLANNING
Learn how we serve our clients in each of these areas by clicking on the icons.
TAKE THE NEXT STEP TO IMPROVE YOUR FINANCIAL FUTURE
After exploring our free resources to understand the potentially ruinous problems with the way almost everyone tells you to plan for your financial future... see if you're a good fit to allow Spicer Capital to help optimize every aspect of your financial life. We'd love to help, however we can!
You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns.
Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.