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Tax Planning
Tax planning is an essential component of wealth management. Proper advice and skilled planning can provide the roadmaps for cost savings and wealth creation. We can work with your existing accountant or recommend one to ensure that your entire advisory team is executing an efficient tax plan on your behalf.  Because we work so well within a team model, some of our greatest advocates are our clients' attorneys and tax preparers.
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 Germaine C. Cordes, ChFC® is a Registered Representative with Securities America, Inc. Member FINRA/SIPC and Investment Advisor Representative with Securities America Advisors, Inc. Lifetime Capital Financial Group and the Securities America companies are separate entities. CA Insurance License 0D56266.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

This communication is strictly intended for individuals residing in the state(s) of CA, ID, IL and NV. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.