Tax Planning
Did you know that your taxes are likely one of your biggest expenses year after year? That’s why we believe incorporating them into a comprehensive financial or retirement plan is incredibly important. Throughout our planning stages and on an ongoing basis, we’ll look for tax-advantaged opportunities that can help you reduce your tax obligations come every April 15th.
1029 Monarch Street, Suite#150 Lexington, KY 40513
Representatives are licensed to offer insurance and annuity products in CO, FL, GA, IN, KY, MA, MD, MI, MN, MO, MS, NH, OH, SC, TX, WV, VA and WA and are licensed to offer investment products in CA, CO, FL, GA, IN, IL, KY, MI, OH, OR, PA, WV. This website and its content are not intended for residents of other states. Securities offered through: The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242. 513.794.6794 Investment Advisory Services offered through O.N. Investment Management Company. Estate Planning Services provided in conjunction with your licensed legal advisor. Tax and/or legal advice is not offered by Envisage Wealth Advisors. Please consult with your tax professional for additional guidance regarding tax-related matters.
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