It is always important to review that there are five key areas of financial planning:
Preservation,
Retirement Planning,
Investments,
Tax Planning, and
Estate Planning
As a comprehensive financial services firm, we try to always consider the impact of any recommendation we make on not just one, but all of these areas for our clients.
The webinar focuses primarily on the economy’s outlook and some year end tax planning ideas which could have an impact on some of your financial planning decisions.
For more information about us, please visit www.schomerwealth.com or call (310) 337-7696.
All examples provided are hypothetical and meant for illustrative purposes only. State income tax laws can be different from Federal income tax laws depending on your state. Be sure to take this into account before making any decisions. Individual situations will vary so please consult a tax advisor to address your specific situation.
Cesar has received his Masters of Science in Integrated Design, Business and Technology from the University of Southern California.
