One of the biggest expenses for anyone is paying taxes. At Lamia Financial Group, Inc., we emphasize tax planning throughout our consultative process as we help you minimize your tax liability.
We avoid risky and questionable strategies and instead focus on simple and effective means for reducing your taxes. This can include the use of charitable plans that can benefit you and the organizations and causes that you care about.
We work with your accountant throughout our consultative process to ensure that all opportunities to lower your taxes are considered.
Our investment management philosophy incorporates our firm's emphasis on tax planning through the use of tax-efficient investments and disciplined rebalancing.