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    Home » Tax Mitigation Planning

    Tax Mitigation Planning

    Tax Mitigation Planning

    Tax efficiency can be one of the largest value-added activities advisors can provide for their clients.  Several tax management strategies will be covered, including:

    • Tax Harvesting
    • Asset Allocation
    • Buy & Hold
    • Non-Qualified Tax-Deferred Accounts

    Let’s face it, taxes can be a real drag on an investment portfolio. This is especially true if you are investing in mutual funds in a taxable account. Mutual funds are forced to pay out interest, dividends and realized capital gains on the individual holdings inside the funds – whether a fund goes up or down in value. The impact on investor portfolios can be staggering.

    Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

     

    To schedule a time to discuss your financial future and the possible role of insurance and investments in your financial strategy, contact us at admin@pacificexcel.com or call us at (510) 217-8125 today!

    By contacting us, you may be offered information regarding the purchase of insurance and investments products.

    Contact Us Today!

    Phone: (510) 217-8125

    Fax: (510) 227-5931

    admin@pacificexcel.com

    2413 Webb Ave. Suite B
    Alameda, CA 94501-2922



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    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    Investment Advisory Services offered through Global Financial Private Capital, LLC. SEC Registered Investment Adviser. 

    Insurance Services offered through Pacific Excel Insurance Services, an Independent Insurance Agency, CA License # 0F91699

    Investment advisory services offered through Global Financial Private Capital, LLC, an SEC-Registered Investment Adviser. SEC registration does not imply a certain level of skill or training. Pacific Excel Wealth Advisors and GFPC are not affiliated entities. One or more individuals at Pacific Excel Wealth Advisors are registered as investment adviser representatives of GFPC with certain state securities divisions. Investment adviser representatives receive fee-based compensation in exchange for soliciting investment advisory services provided by GFPC on behalf of Pacific Excel Wealth Advisors clients. Additional information regarding the specific investment advisory services and products offered by GFPC can be found within GFPC's Form ADV Part 2A Brochure (“the Brochure”) available on GFPC's website http://gf-pc.com.

    In addition to providing certain investment advisory services on behalf of GFPC as described in the Brochure, individuals associated with Pacific Excel Wealth Advisors and the Pacific Excel Wealth Advisors itself may provide or offer to its clients certain other products or services outside GFPC's or its affiliates' supervision and control, including but not limited to, insurance-related advice, estate and tax planning products and services (“Other Services”). Website users are advised that these Other Services are provided and offered exclusively by Pacific Excel Wealth Advisors and are not endorsed, provided, offered or supervised by GFPC or its affiliates. Insurance products and services are offered through, Pacific Excel Wealth Advisors and are not offered by GFPC. Guarantees are associated with insurance products and are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations or early withdrawal fees, which vary by the issuer. They do not refer, in any way to securities or investment advisory products.

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