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There’s so much more than buying stocks and bonds to maximizing “real returns”—that is, “after-tax returns”—because, as savvy investment professionals like Stephen Schramm of HBKS Wealth Advisors notes, “Taxes are wealthy people’s biggest annual expense. In fact, taxes are such a normal part of life that people in all income tax brackets can overlook them until it’s time to file their returns.”
“A lot of investment firms use the term ‘planning,’ but it doesn’t mean the same thing from firm to firm. What we mean by planning is looking at everything in your life: who you are and where you are in your life, your family’s lives, and your business. Then we ask more questions to learn about where you want to be, your goals and objectives, and develop a plan for getting you there that includes your investments and how to manage your portfolio to minimize your tax bill.”
— Stephen Schramm, HBKS Wealth Advisor
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What’s driving your investment advisor?
HBKS sells is more than a portfolio of investments. In fact, the portfolio comes well after a new client comes to HBKS. It’s one if the results of an exhaustive process to develop a customized, comprehensive financial plan for the client.
“There are income tax aspects to each component of a financial plan.”
— Edward Goncz, CPA | Principal | HBK CPAs & Consultants
Did they ask to see your tax returns?
An advisor can’t make good decisions for you if he or she doesn’t know how your investments are impacting your taxes, where your earnings are coming from, and what tax bracket you’re in.
Achieving your investment goals will require the support and contribution of a range of professionals, each an expert in a discipline key to growing and protecting your wealth, communicating and collaborating in an ongoing process on your behalf.
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