Making smart decisions regarding your taxes can help you achieve your personal goals, ensure a lasting legacy for your loved ones, and even impact your community and the causes you care about.
What is a registered investment advisor? A Registered Investment Advisor (RIA) is an advisor or firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities. LSA is an Independent RIAREAD MORE >
No two tax situations are the same, especially when substantial incomes and other assets come into play. Contact Life Stewardship Advisors today.
Taxes are complex. There are opportunities and pitfalls that are difficult to spot, or simply unknown to anyone without a background and years of experience in tax planning. Without an experienced tax advisor, you are likely losing out on monies and benefits that you’re entitled to and your tax liability is probably higher than it needs to be. Personal tax advisors help you ensure that your income, assets and investments are properly positioned to minimize unnecessary tax liability..
At Life Stewardship Advisors, we bring a level of knowledge and expertise to tax planning that includes a wide angle view of tax laws and tax considerations. Life Stewardship Advisors takes pride in helping our clients limit their tax liability, and improve their quality of life.
Life Stewardship Advisors doesn’t work for anyone but our clients. As fiduciaries, we’re legally bound to work in your best interest, and as an independent investment advisor and consulting firm, we’re not beholden to a larger group, and we don’t operate as part of a franchise.
That means each client gets the personal service and uniquely tailored plan that’s right for them, not for the benefit of a third party.
While there are many worthy tax preparers in Lancaster, PA, a true tax consultant serves their client year-round to help limit their tax liability. At Life Stewardship Advisors we do much more than ensure your maximum refund. We help ensure you maintain quality of life by taking advantage of opportunities for improved cash flow and greater investment accumulation for the future.
By investing just a few hours of your time in tax planning, you can improve your financial position for years to come. We help clients in Lancaster and the surrounding region make a comprehensive plan to manage your tax obligations.
Your tax plan will include provisions for:
We can also help you anticipate and plan for the impact of taxes on your estate, and when preparing your will. The purpose of all of our tax planning activity is to give you more control and more freedom over your assets, and to help you achieve your short and long term goals through tax optimization.
Your first consultation with Life Stewardship Advisors is free. Give us the chance to prepare a tax strategy for you that will improve your quality of life and help you reach your goals.