Tax Planning

Not only is one of our principals a CPA (inactive), RFA  has strategic partnerships with CPA firms nationwide. Our firm utilizes these relationships to assist in providing tax-planning and proactive tax-planning strategies.

Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax-reduction strategies that can result in years of tax savings. Based on our strategic partnerships, we will implement a sound financial strategy to minimize tax liabilities that seeks to maintain your current standard of living throughout retirement.

Our Firm’s Philosophy is Simple: “To Win by Not Losing”