To achieve your dream, having the right team around you is crucial.
We strongly encourage you to be an active participant in your wealth and tax strategy. These are your investments, this is your business, this is your life!
No one will care as much about your wealth dream as you. But you don’t need to — and shouldn’t — go it alone.
Most of us no longer do our own auto maintenance. You’d never dream of performing dental surgery on yourself. You owe it to yourself to have the right team and expertise to help you achieve your wealth dream as well.
One of the most critical members of your team is your wealth and tax advisor.
So, how do you know if you have the right advisor on your team? Here are three questions to ask:
- How often do I hear from my advisors? The best advisors reach out proactively on a regular basis. They call with thoughtful questions and make recommendations that help guide your business and investments.
- Are my advisors too cautious? If you ever sense that your advisors are afraid of the IRS, run! The best advisors will never recommend you leave legitimate tax deductions on the table to avoid an audit. They will help you take those deductions correctly and ensure you have the proper documentation built in.
- Do I like my advisor? This one is totally subjective but critically important. You count on your advisors to work with you on some of the most personal aspects of your life and business; you must be comfortable and enjoy working with them.
Answer these simple questions, decide if you need to make a change, and enjoy the extra peace of mind this summer, knowing your wealth and tax strategies are on track.
You deserve to make way more money and pay way less tax.
Want to learn more about how you can make way more money and pay way less in tax? Book a call with the team at TFW Advisors® today!