Are You Really Getting Customized Financial and Tax Planning?
Learn how embracing the complexities of your financial life can enhance your wealth.
Read the free guide to see how a team of all-star advisors can help you grow, keep, and leave more wealth than you thought possible.
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The complexities of your unique situation can be opportunities to leverage wealth creation and preservation, but many advisors prefer to bypass complexity with standardized solutions.
A Team of Experts approach can pin-point efficiencies in numerous levels of your financial life. Instead of seeing complexity as a problem, a team of specialist CPAs, attorneys, and financial specialists, working together, can see opportunity.
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Palmerston Group Advisors are experts on expertise.
Each client has a unique “why.” Palmerston Group custom assembles a Team of Experts to help you achieve it.
CPAs and Financial Advisors are often overworked [and focused on limiting liability]. Because of this, they prefer to eliminate complexity. This makes their lives easier, but it leaves wealth on the table for you in the form of high taxation and investing inefficiencies. Download the free eBook to see how a Team of Experts can turn complexities into opportunities.
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If you find yourself reaching new levels of success, only to write even larger checks to Uncle Sam, chances are your CPA isn’t leveraging the complexities of your business or family finances to help you keep MORE of your hard-earned money.
It’s not their fault really; CPAs have so many responsibilities, and there aren’t enough hours in the day to fulfill them all, especially at tax time. Compliance. Auditing. Reconciling. Preparing Tax Returns. Most CPAs prefer to keep you out of trouble, and lack the time to proactively try to minimize your taxes. You may stay safe, but potentially at the cost of paying more in taxes than necessary.
And while Financial Advisors try to grow your wealth, they’re frequently not trained to help you with tax planning. Your assets may grow, but if you’re not keeping more through efficient tax planning, you may not be improving your situation.
If the CPA is pressed for time, or lacks the specializations your circumstances require, the result can be less than optimal.
Palmerston Group Advisors understands that people have complex needs, and those needs are unique to each family, person, and business. There are no one-size-fits-all solutions, and that’s why the selection and collaboration of the right specialists focused on the unique set of client facts is our preferred approach.
So, if you suspect that your CPA or advisors aren’t able to do everything you need to keep and maximize your wealth, you may be right. One or two generalists can’t possibly understand the unique attributes of your business or family.
Palmerston Group Advisors specializes in assembling a team of experts that takes unique financial complexity - and opportunities - as the starting point . By utilizing experts in niche fields, Palmerston Group can help you optimize every aspect of your financial life.
If you want to see how a Team of Experts approach could help you grow, keep, and accomplish more with your wealth, please download our free eBook today.