We execute tax efficient strategies to help our clients minimize taxes realizing that a lifetime plan is more effective than year over year analysis.

Plummer Daffin Financial Team

These are questions we have found that most people are unable to answer until they begin working with our firm:

  1. Do you have a plan for creating income in retirement?
  2. Have you planned for the minimization of taxes during retirement?
  3. Do you understand the cost of creating income in retirement?
  4. How would a different liquidation order affect your retirement?
  5. What is your current advisor’s age, and what is their succession plan?