We are partnered with Regal Investment Advisors and Regulus Advisors. Regal and Regulus operate under a fiduciary manner. What is a fiduciary standard? The legal definition: A fiduciary is a person or entity who holds a legal or ethical relationship of trust with one or more individuals having the responsibility of holding the highest standard of care under the law. Wealth Management Resources is a full service firm aiding our clients in tax planning, investment management, dividend generation and income planning.
How We Serve You
TAX-SMART 2ND OPINIONS™
In order to look forward to the future of a client’s potential tax obligations and savings, a tax what-if must be completed. Our CPA, George Elias, will use a copy of last year’s tax return in order to complete an alternative version of the return. Second Opinions show the alteration of things such as how or when clients withdraw money from IRAs, start drawing social security, take their dividends, buy and sell investments, buy or sell a house and so much more.
The goal is to show the client the difference of the tax burden they were responsible for last year, and how alternative planning could potentially save them tax liabilities in many years to come.