Comprehensive Tax Analysis

Schedule Your Session

Learn more about tax planning

Watch our recent webinar with partner Jordan Schwartz and Josh Smith, our Tax Planning Specialist, where they discuss how you can incorporate taxes into your retirement planning.

SWD + Holistiplan

We are happy to introduce our new tax planning and analysis software, Holistiplan, which helps us to find potential tax saving opportunities.

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Review

Your tax returns from the current or previous year provide key details and insights for the analysis.

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Evaluate

Holistiplan will analyze your tax information and identify potential tax saving opportunities - both current and future years.

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Plan

Once complete, our tax-planning specialist will present options that can mitigate your tax exposure through retirement.

The Results?

A personalized strategy with specific suggestions on how to alleviate future tax liability, allowing you to worry less about your money so you can focus on enjoying retirement!

Schedule Your Tax Planning Session

Schedule an appointment today to get expert advice on how to plan for taxes as you work toward your retirement goals.

Josh Smith - Tax Planning Specialist

Josh Smith

Tax Planning Specialist

Josh will analyze your tax situation to identify potential tax saving opportunities–both current and in future years. He is passionate about helping clients understand their retirement finances

Strategic Wealth Designers, LLC and its affiliates are not a CPA firm, nor do we provide tax advice. You should consult your own tax, legal and accounting advisors before making decisions or engaging in any transaction.