Avoid the Squeeze with Strategic Advice: Tax Planning for Retirement

We help you develop tax-efficient strategies so you can spend more time living your dreams and less time worrying about tax obligations.

Tax Planning in 3 Simple Steps

1. Review

You provide us with your tax returns from the current or previous year. We’ll review those returns for key details and insights that form the foundation of our analysis.

2. Evaluate

Using Holistiplan, our tax analysis software, we’ll identify potential tax-saving opportunities for both the present and future.

3. Plan

Once complete, our tax planning specialist will present options that can mitigate your tax exposure through retirement. This will allow you to worry less about your money so you can focus on enjoying retirement.

Watch Our Webinar

Tune in as our own Jordan Schwartz and Josh Smith discuss why many believe tax increases are imminent and how SWD can incorporate a tax-efficient strategy that potentially could benefit you for years to come.

Talk to Your Tax Specialist Schedule Your Tax Planning Consultation Today.

Josh Smith | Tax Planning Specialist

Josh will analyze your tax situation to identify potential tax-saving opportunities — now and in the future. He is passionate about helping clients understand their retirement finances.