Tax Efficient Solutions

NorthStar Financial Partners understand how essential tax efficiency is when investing. One of our duties as a fiduciary is to implement the proper strategies to avoid overlooking tax reduction strategies before and during retirement. Through education and interaction with a client’s CPA, we are up to date on the latest tax planning and tax reduction strategies for both pre- and post- retirees. We specialize in assisting with IRA and other retirement account roll-overs and transfers, ensuring you do not pay any unnecessary taxes, commissions, penalties, or fees.  We review your non-IRA accounts for tax loss harvesting yearly and collaborate with your tax professional to ensure tax efficiency.

The tax system is complex—give us an opportunity to demonstrate our tax knowledge by allowing us to work with you and your portfolio.*

To learn more, contact us today.

*NorthStar Financial Partners does not offer legal or tax preparation services.