Tax impacts every aspect of your financial life. The Wealth Consulting Group can work directly with your Accountant to review your recent tax returns and identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future. Here are some of the areas we can assist with in our tax planning services:
* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial . Tax and legal services are not offered by The Wealth Consulting Group, The Private Trust Company N.A., LPL Financial or affiliated advisors.