Use our knowledge of tax laws to benefit you today and in the future.
Source of income is at the bedrock of tax planning. For example, if a client is going to retire at 60, but they don’t take social security until age 70, you have a 10-year window to build from. In this scenario, we can convert pre-tax dollars to post-tax dollars. We can take your IRA, convert it to a Roth IRA, and start receiving tax-free growth. You never pay a dime of tax on that money during that timeframe. From there, Voisard can convert it at a potential 10 to 20 percent reduction of taxes. When you plan with us, we can minimize your current and future taxes based on our situational experience, tax bracket knowledge, and projections from an income tax perspective.
We have great resources for all members of the plan, not just those that hired us. Watch to learn more.
Measuring success isn’t always about the final balance sheet. Watch to learn more.
Independent doesn’t mean restricted. We actually have more freedom to choose the best plans for your employees. Watch to learn more.
Our holistic approach covers more than simple retirement planning. Watch to learn more.
It’s not about timing the market. It’s about how much time you put into the market. Watch to learn more.
No rocks or hard places. Someone on the Voisard team will be here to help. Watch to learn more.
Sudden life changes mean the world to everyone involved, and that includes your holistic financial planners. Watch to learn more.
The first step of every good list is making sure you have the materials and know-how to complete it. Watch to learn more.
What do you want to do? That’s what’s driving our decisions when we create financial plans for our clients. Watch to learn more.
Maximizing your retirement is a multi-step process that should look different for everyone. Watch to learn more.
It’s all about the money, until it’s not. Watch to learn more.
We put our knowledge and career to the test for every client, and we will not compromise our integrity in this firm by doing otherwise. Watch to learn more.
We pride ourselves on open communication, and the fee agreement stage is at the forefront of that conversation. Watch to learn more.
Kickbacks usually come with other unscrupulous services, and that’s no way to start a client relationship. Watch to learn more.
When your financial planner is making more money from their services than you are on your plan, that’s a red flag. Watch to learn more.
There’s a short answer and a long answer, but it really all depends on communication. Watch to learn more.