Custom Tax Report

Taxes are a big part of your financial picture, and your tax return is filled with important information that can be used to help you manage your exposure. With FMI’s comprehensive and easy to read Tax Report, you’ll be able to:

Know your marginal tax bracket and effective tax rate

Assess the tax efficiency of your investment strategy

Identify phased out deductions or tax credits

Determine eligibility for tax preferred contributions, and more

The best part – it’s free! Start finding ways to maximize #yourkeep with effective tax planning.

Download a sample to see what your report will look like

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Schedule an intro call so we can learn more about each other and assess your financial situation.