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863-456-4768
Tax Planning Lake Wales, FL
Tax Planning With a CERTIFIED FINANCIAL PLANNER™
"We offer solutions to help clients reduce capital gain, income, and estate taxes."
~ Jimmy Nelson, CFP®
The Importance of Tax Planning
Increase net worth, financial longevity, and financial legacy through tax savings.
The Role of a CFP® in Tax Planning?
When it comes to tax planning,
a professional CERTIFIED FINANCIAL PLANNER™ can help you:
Have Peace of Mind:
Knowing that your tax planning strategies are sound and in good hands can help to relieve your mind of that concern. Priceless.
Save Time:
A CERTIFIED FINANCIAL PLANNER™ can help you save time by providing you with knowledge, experience, insight and sound advice.
Save Money:
A CERTIFIED FINANCIAL PLANNER™ can help you save money by suggesting ways to structure assets and manage cash flow to mitigate tax liability.
Achieve Objectives:
A CERTIFIED FINANCIAL PLANNER™ can help you develop, implement and monitor a plan that positions you for success in achieving your tax planning objectives
Reach Out to Us Today
Schedule Your Consultation
Contact Info
29 SR 60 West
Lake Wales, FL 33853
863-456-4768
James M. “Jimmy” Nelson is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with On Point Wealth Management. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies.