Strategic Announces Enhanced Tax Planning Services
Utica, NY, July 24, 2024 – Strategic Financial Services, Inc. (“Strategic”), a leading independent wealth management firm based in Central New York, is excited to announce the launch of its enhanced Tax Planning Module, designed to help clients lower their overall tax bills and keep more of what they earn. Tax considerations have always been central to Strategic’s approach to portfolio management and financial planning. The new Tax Planning module allows clients to separately track and highlight tax-related work, ensuring a proactive and integrated strategy in partnership with their tax professionals.
“Growing the business and reinvesting in the client experience positions Strategic to remain an independent, industry leader for decades to come. The addition of the Tax Planning module is another exciting step in that journey, strengthening our partnership with Strategic’s clients and tax professionals.”
The Fundamentals of Strategic Tax Planning
- Tax-efficient Investment Management
- Annual Tax Strategy Review
- Proactive Communication with Your Tax Professionals
We focus on maximizing after-tax investment returns by minimizing tax burdens through strategic tax-loss harvesting. With decades of experience, we know individual investors are often reluctant to take a loss. So, we do it in a way that that they win by doing so strategically to offset taxable gains
Additionally, a financial plan isn’t complete without a comprehensive and proactive tax strategy. We design a plan to optimize saving, spending and funding tactics to lower the overall tax bill for individuals, families and business owners.
And lastly, our strong partnerships and regular communication with clients’ accountants and CPAs have always been foundational. The enhanced Strategic Tax Planning module now enables a more proactive collaboration, delivering greater holistic value to our clients.
For more information about Strategic Financial Services, Inc., please visit www.investstrategic.com.
About Strategic Financial Services
In business since 1979, Strategic has a team of over 35 wealth management professionals, servicing more than 1,230 clients and managing more than $2 billion in assets. Areas of focus include Investment Management, Financial Planning, Institutional Investment Management and Corporate Retirement Plans.
Headquartered in Utica, NY with Satellite offices in Rochester, Syracuse, Rome, Little Falls, and West Palm Beach, FL. Strategic is an established wealth management firm and regional leader in the investment industry. While successfully growing from established roots, it continues to expand its geographic footprint and influence across the northeast and throughout the United States.
