INTEGRATED TAX PLANNING
THE KEY TO MAXIMIZING PORTFOLIOS
Tax planning is integral to other financial planning processes, such as investment strategy, and mapping cash flow. When done well, it is a continuous process and not simply revisited each quarter. As your investment advisor, we can work with your accountant to track capital gains, coordinate charitable gifting strategies, and be aware of unusual cash flows that affect your taxes.
We can also determine the most strategic time for charitable giving in relation to your tax profile, and assist with Social Security optimization: is it better to collect a lower payment at an earlier age, or wait until you turn 70? Though income from Social Security doesn’t usually make a material difference for wealthy individuals, it’s still important to maximize returns.
Our goal is to create a plan that not only sets up our clients for a comfortable, worry-free future, but also withstands unforeseen events, such as a sudden death or a divorce. If that were to happen, we’re here to help you readjust your plan and find a path forward. Clearstead Trust isn’t just an investment advisor; we are trusted stewards of every aspect of your financial well-being.
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CLEARSTEAD TRUST IS STRUCTURED TO PUT CLIENTS’ INTERESTS FIRST THROUGH OUR FEE-ONLY ADVISORY MODEL. WE ARE INDEPENDENT AND BELIEVE THIS IS CENTRAL TO PROVIDING OBJECTIVE ADVICE TO CLIENTS.
Clearstead Trust is a Maine chartered Trust Company and private client advisory firm that aims to build and protect clients’ wealth over time.
1 Union Street | Suite 302
Portland, ME 04101
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