Are You Interested In Specialized Tax Services?

Posted By: Jeremy Reif
Sun, Feb 2, 2020
Are You Interested In Specialized Tax Services?

We all know the importance of filing our taxes properly, making sure our documents are in order and we’ve crossed all our T’s and dotted our I’s. But preparing your taxes is about more than just sending in your forms every April. If you want to build your wealth and retain that wealth, minimizing your tax burden will help you achieve that goal even quicker.

A tax-planning strategy has the potential to provide a tangible benefit. That benefit results in not just a year-by-year tax reduction, but possibly lifetime savings that could positively impact your overall financial situation.

At Point Wealth Management, we offer value-added tax planning advice for our clients and want to know if this would benefit you. We want to hear your thoughts on your tax planning needs and how we can tweak our services so they meet your needs. Please provide us with your honest feedback by answering the questions in the survey below.

Take our survey here.


About Jeremy Reif, CRPS®
Jeremy Reif is an independent financial advisor with more than a decade of experience in the financial services industry. He is also the owner of Point Wealth, LLC, an independent financial planning and investment management firm. With advanced credentials and training in retirement planning and financial planning, Jeremy focuses on helping individuals and families pursue financial independence. Regardless of the services he’s providing, he focuses on talking openly about financial planning, the industry, common questions about retirement planning, and more to help everyday investors gain more confidence in their financial opportunities. Based in Wausau, Wisconsin, Jeremy serves clients throughout the state and can work virtually with clients throughout the country. To learn more, visit http://pointwealthmanagement.com and connect with Jeremy on LinkedIn.
Advisory services are offered through Point Wealth, LLC, an Investment Advisor in the State of WI. Whenever you invest, you are at risk of loss of principal as the market fluctuates. Past performance is not indicative of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
Point Wealth, LLC is not affiliated with or endorsed by the Social Security Administration or any government agency.
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