Your needs and goals change over time. That's why it’s important to review your financial plan with your financial advisor on an ongoing basis.

The presence of this website on the Internet shall in no direct or indirect way raise an inference that GoalQueste is soliciting investment advisory clients in any state other than a state in which Goal Queste, LLC is registered. In other words, Goal Queste, LLC only transacts business in states where it is either properly registered or excluded or exempted from registration requirements. The financial advice that you receive from Goal Queste, LLC does not include formal tax or legal advice unless entered into under a separate contract. Consult with your credentialed tax advisor or attorney regarding those issues.

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4. Tax planning

For many people, making a lot of money on investments is their primary goal, and who can blame them? But if anything is true in life, it’s the fact that success breeds…well, taxes.

Tax planning involves far more than scrambling in April to defer income and boost deductions. If you want to minimize capital gains taxes, reduce your year-end tax bill, and give less of your estate to Uncle Sam, you should be aware of both the short- and long-term tax consequences of all your financial moves.

There are many ways to minimize your tax bite. At GoalQueste, we find the right balance to help you keep more of your own money.

GoalQueste fee-only financial advisor

You probably already know what you want out of life you just need some organization to help you get there. At GoalQueste we start with honest questions and a reality check. The result? A road map that considers all Six Disciplines of financial planning.