Since our formal inception in 2010, our mission is to provide our clients with comprehensive wealth management strategies that are designed to help minimize the client's tax liability and maximize wealth. We help clients reach financial independence by building a custom, comprehensive financial plan that addresses aspects of one's financial objectives. We find that tax and financial planning intertwine into one profession in essence which demonstrates why tax planning is an integral part of building wealth. Studies have shown that taxes represent the single largest expense most Americans will incur in a lifetime. The lack of synergy can result in the client paying more taxes than necessary and can lead to an ineffective financial plan.

 

At Avid Financial Group LLC, we believe that in order to build a successful financial plan it is important to understand each client's tax situation. Since the income tax return represents  one of the annually financial functions performed, it should be used as a tool to help determine which investment strategy will be the most effective. Since the income tax return can be  effected by the investment chosen, it's important to understand cause and effect. We will not give any investment advice until we have made every effort to understand the client's tax situation. We focus not only on what you earn but what you keep.