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Tax Planning

At Optimize Financial, we believe that as you continue to grow your wealth paying taxes is unavoidable but we also understand that you want to make sure you are taking advantage of every opportunity to minimize your taxation and maximize your wealth.  We work with your CPA to model different tax-efficient strategies so that we can make the most appropriate and tax-efficient recommendations.

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We will also assist you in maximizing your contributions to tax-advantaged retirement accounts in the optimal order of priority given your financial goals and also help you claim deductions and credits that you are eligible for. Knowing that you are optimizing your tax planning as you grow your wealth can give you the confidence to focus on the things that matter most!

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Contact us today to schedule a consultation and discover how we can help you reach your financial goals.

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Optimize Financial Inc. (“OFI”) is a Registered Investment Adviser with the Securities and Exchange Commission. Additional information about OFI is available at https://adviserinfo.sec.gov. Registration as an investment adviser does not imply any kind of endorsement by any regulatory body, nor certain level of skill or training. This website is intended for informational purposes only and does not constitute a complete description of our investment services or performance, nor does this website constitute investment advice or an offer, solicitation or endorsement of securities with respect to any entity or for any investment strategy or vehicle. Nothing on this website should be construed as personalized financial, legal, or tax advice, nor should it be relied upon as the sole basis for making financial decisions. All investments involve risk, including the possible loss of principal. The information on this website is intended for U.S. residents only. Past performance is not indicative of future results, and there can be no assurance that the investments will achieve their objectives. Before investing, consider your financial objectives, level of experience, and risk tolerance. We encourage you to consult with qualified professionals regarding your specific situation. The opinions and projections presented here are subject to change without notice, and no representation or warranty is made concerning the accuracy of the information provided. Advisory services are only offered to clients or prospective clients where the Firm and its representatives are properly licensed or exempt from licensure. Investing through OFI is only available with an advisory agreement or other official offering documents.

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