Tax Savvy Financial Planning

Make The Most Of Your Taxes With Fee-Based Financial Planners

When there is money involved, taxes follow closely behind. So whether you’re planning on donating or gifting money or are wrestling to lower your taxes in retirement, Costello Financial Planning provides tax solutions that keep to the money in the right place — your bank account!

Connect with the fee-based financial planners at Costello Financial Planning today!

Effective Tax Strategies For All Your Needs

  • Asset Location Planning
  • Asset Allocation
  • Income Tax Mitigation and Structure
  • Philanthropic Tax Planning
  • Tax Preparation

1.

Tax Planning And Preparation

Costello Financial Planning mitigates taxes for our clients. We don’t want our clients paying a dollar more in taxes than what is required. This is one of the ways we provide value in the financial planning process. We always strive to find the most tax-effective strategies to put more money into our clients’ pockets.

Asset Location Planning

Asset location involves properly allocating your money to a tax-efficient account. Different types of accounts have different requirements as well as different tax treatment on gains, contributions, and distributions.

Asset Allocation

Based on your income, we may choose different investment strategies to manage investment income, fueling your financial success. 

2.

Income Tax Mitigation and Structure

Depending on your profession and employee benefits, there are multiple ways to reduce your income tax liability.

Philanthropic Tax Planning

Some of our clients are philanthropically driven and we guide them on how to help them donate to their chosen charities and maximize the tax benefits of gifting.

Tax Preparation

Because of our tax-savvy financial planning focus, and because we excel at being a one-stop-shop for financial matters, we’ve chosen to add tax preparation for our client services. Learn more about tax preparation from Tax Brothers.

Make Tax Planning And Preparation Effortless With Costello Financial Planning

As experienced financial consultants serving Bend, Oregon, Ann Arbor, Michigan, Chicago, Illinois and beyond, we’re prepared to help with your tax needs and save you money. Turn to Costello Financial Planning for sound financial advice and assistance with tax-savvy financial planning.

Contact us today