Investment & Financial Services

One of our most important functions as a financial planner is to help our clients develop sound financial policies in order to make well-conceived financial decisions. Each client’s financial objectives differ in terms of their individual circumstances, goals, attitudes, and needs. However unique, a broad array of financial and investment objectives can be attained through financial risk mitigation or planning critical to all clients.

The Tax Practice, Inc. is a fee-based, investment management advisory firm. Our management philosophy is driven by client investment objectives. Our investment principles embody sound diversification, discipline, and after-tax performance. Through client interview and ongoing communications, we establish and manage investment plans commensurate with each client’s risk profile. To assist clients with self-directed investments, our firm offers reviews of client investment objectives, and recommendations regarding investment selection and/or broker-dealer custodians.

The Tax Practice, Inc. is a Registered Investment Advisor licensed by the Securities Exchange Commission; Asset Custodian Fidelity Institutional Brokerage Group. Details of our investment management/planning services and related disclosures are provided in The Tax Practice Inc Form ADV Part I and Part II. Advisory services are offered pursuant to an investment management advisory agreement. Lower fees for comparable services may be available from other sources. Prior investment results may not be indicative of future performance. The Securities Investor Protection Corporation (SIPC) does not protect against a decline in the market value of securities. These statements have not been approved or verified by any governmental authority.