Your net worth strategy just changed with the tax law changes. The ‘Portfolio Approach’ has never made more sense than now when you look at your:
- Saving for retirement
- Property holding(s)
- Tax minimizing
- Net Worth maximizing
Here’s an example day visit to somewhere you may have considered buying. It could be Savannah GA, or Hilton Head SC, Charleston SC, Myrtle Beach, NC, VA, or Maryland as well. Yes, we broker in MI, FL, and meet clients at all points in between.
1040 Itemizers: Tax laws changed, you’re probably under withheld for 2018