Tax Planning

Tax Planning

No one likes taxes. But through the advice of a professional financial advisor, you can access products and services that help ease the burden. Charitable contributions, life insurance policies and investment products purchased through RRSPs or RESPs can all be useful tools in an effective tax strategy. Working together, we will consider your personal situation and design a tax plan that fits your needs.

Choose from a variety of products and services, such as:

  • Income-splitting for spouses or common-law couples.
  • Charitable donations, which benefits important not-for-profit work and allows donors to maximize tax credits.
  • Life insurance products that build tax-advantaged capital for retirement.
  • Investment products that provide for tax benefits, such as those purchased through RRSPs or RESPs.

Contact us today to learn more about tax-planning products and services that are specifically tailored for your needs.

Securities offered through Level Four Financial, LLC, a registered broker dealer and member of FINRA/SIPC. Advisory services are offered through Level Four Advisory Services, LLC, an SEC-registered investment advisor. Accounts carried by Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC. Neither Level Four Financial, LLC nor Level Four Advisory Services, LLC offer tax or legal advice. Please contact your tax or legal professional for specific information regarding your individual situation.
 
Level Four Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents in states where they are registered. Please refer to https://brokercheck.finra.org for additional information.
 

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