Tax planning is integral to helping maximize and manage your wealth. Tax considerations shouldn't be reactive; you need a tax-savvy partner who can help you understand the tax implications of the financial decisions you make so you can keep more of the money you work hard to earn.
Does your financial plan include tax planning? It should.
Are you taking advantage of strategies to ensure your hard-earned savings last as long as possible? Find out -- it’s free to talk, and easy to get started.
Edelman Financial Engines and Greenwald Research (2024). Everyday Wealth in America 2024 Report: The Intersection of Life and Money. Retrieved November 11, 2024, from edelmanfinancialengines.com/wealth-in-america/2024
Don’t wait until April to think about taxes
Tax planning is a year-long responsibility. Understanding the tax impact of your investments, income, and major life events can help you make decisions that work in your favor. Our financial planners don’t file taxes, but they do provide guidance on how to help minimize your tax liability and ensure your choices align with your goals.
We have our planner's personal number. We can call her about anything. It's a huge load off our minds.
Sharon S., Client
Sharon S. is a current client of Edelman Financial Engines. Edelman Financial Engines did not compensate clients to provide testimonials. Individual experiences are unique to each situation. Your experience may differ.
Industry recognition for what we do
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Independent Financial
Advisory Firm 7 years in a row2018-2024
Awarded each September by Barron’s, based on data within a 12-month period.
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Managed Account Provider for
Workplace Retirement PlansListing published 1Q 2025 and is based on Dec. 31, 2024 Defined Contribution managed account providers data gathered by Cerulli Associates.
Our services
Certain services provided on an educational and guidance basis only.
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Questions we get asked a lot
Tax planning should happen every year and every time there is a major financial or life decision. Don't just consider what you want to plan for in the next year, but also many years into the future. Awareness of annual tax filing deadlines and requirements imposed by the IRS is only one small component of the tax planning equation. Our tax laws are also more complex than ever. Forward-looking tax planning should account for both our evolving tax laws and changes to your financial situation.
By working with your financial planner, you can better understand how the choices you make today may impact your future wealth. With your goals and overall life intentions in mind, we'll work with you to understand your complete financial picture. Then we can better assess potential tax benefits and identify opportunities for tax optimization within your financial picture.
Potentially, just like when markets are pulling back and there may be opportunities to harvest losses – the other end of the spectrum also exists where capital gains may be offset in the same year by losses in other investments.
We offer forward-looking tax planning services including tax-efficient strategies that can help you preserve and elevate your wealth. Tax planning sits alongside your overall financial planning and helps to maximize the efficiency of your investments as well as the financial decisions you make over your lifetime.
Your financial planner can bring in our tax experts to collaborate on your tax planning as a part of our integrated wealth management approach. We work as an orchestrated team to help ensure you are matched with resources for your needs.
We don’t offer tax preparation or compliance at this time. We provide forward-looking tax planning to help you stay informed about the potential tax impacts of your decisions so you can work to preserve and elevate your wealth. We can work collaboratively with your tax preparer to help ensure there is a comprehensive review of your overall long-term planning.