- Client Tools
- Account Access
- Stock to Scholarship
- BHF Cares
Whatever form of financial planning is required, tax planning is traditionally involved. We guide our clients through a full range of tax planning decisions with strategies that minimize tax liabilities, maximize cash flow, and align with financial goals.
We recommend Tax Saving Strategies to help clients . . .
- Defer income to later years
- Reduce current taxes so investments can grow faster
- Reduce taxes on retirement distributions
- Reduce taxes on gifts to family members and charitable organizations
- Reduce current taxes with college education savings
- Defer or eliminate taxes with different investment choices
- . . . and much more
At Bloomfield Hills Financial we believe a financial plan is not complete without careful consideration of the tax implications.