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Tax Strategies

You work hard for your money.

At MWM, we believe that your money should be working for you.  Along with wealth management and group retirement plans, we offer guidance for smart tax strategies. 

Tax planning strategies cannot wait until April 15 of each year.  They require year-round attention.  Investing without understanding tax strategies can cost you money that could otherwise be used to strengthen your portfolio.  Our goal is to maximize your after-tax returns with an acceptable level of risk. 

As with our wealth management process, we begin building your tax strategies with a detailed interview.  We combine this information with analyses of your unique tax situation and business, if applicable, along with your financial goals in order to ensure that your strategy fits your needs now and in the future. 

We Have One Boss.  YOU.

  • We develop unique distribution strategies for each client entering retirement to maintain desired lifestyle.
  • Distribution strategies are optimized to minimize income tax burden for each client.
  • Social Security is one of the pillars of retirement income planning. Your Social Security benefits are usually a $1,000,000.00 income stream and need to be managed properly.  We have sophisticated software that helps our clients maximize their benefits during their lifetime. 
  • We perform an insurance assessment to determine what coverage is currently in place and what coverage is adequate in order to ensure that it covers all liabilities. As an independent insurance professional, we have access to highly rated products  to ensure clients are receiving the best value for their insurance dollars. 
  • Our clients’ distribution strategies are coordinated with their legacy-planning goals.

The market will change, and your circumstances may change, too.  Taking a “set it and forget it” attitude is not an option.  The most successful tax strategy plans must be flexible.  We will regularly review—typically at least once per quarter—and revise your tax and investment plans as necessary.


For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Summit Financial Network., Cetera Advisers Networks, LLC ., nor any of its representatives may give legal or tax advice.

Our business is built on a foundation of thoughtful client relationships.

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Free Guide: Will Tax Reform Impact You?

The new tax laws in 2018 could bring significant changes to your tax strategy. Download our free ebook, "5 Things You Need to Know About Tax Reform."



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