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One of the positive
aspects of the global financial mess is the new vocabulary we're learning!
Toxic assets, government bailout, retention bonuses, record-setting
deficits, and Treasury Secretary Tim Geithner are just a few phrases that
have joined the popular lexicon.
Another phrase that's gotten a
lot of recent love is "Consult your tax advisor," or "Ask your tax
professional." In times of financial upheaval, it's especially important
to work with seasoned professionals to create and maintain a solid
financial strategy.
At Arxis, we take an integrated approach to tax
planning. It's just one of 10 major components of a personalized,
comprehensive financial plan. Our CPAs work closely with our financial
advisor to ensure that the each part of the plan is working to achieve the
financial goals of each client.
If you've not met with your CPA and
an advisor from Arxis Wealth Management, we suggest you call today and
make an appointment. Call 805-306-7890 for available dates and times for a
complete investment and insurance review. Don't delay as we want to help
you avoid joining the ranks of the "funt" (i.e. financially
untouchable).
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if you know of anyone who may be interested in "Taxing Details," don’t
hesitate to pass it along.