Proper tax planning can reduce the amount of tax liability we have on an ongoing basis. Once a client and the retirement planner determine the best investment strategy, a tax projection is prepared by one of our tax professionals. This tax projection helps the client and retirement planner make a more informed decision. Some of these strategies can be extremely complex; therefore, we include this service as part of comprehensive estate planning.
*Any direct, indirect or implied conflict of interest between Voyageur Financial, LLC, d.b.a. Voyageur Advisory Group, and any professional so associated will be disclosed to clients prior to any service being rendered.
All services rendered by Voyageur Financial LLC, d.b.a. Voyageur Advisory Group, or one of its affiliate representatives or strategic partners, are only provided by individuals with the proper and legally required professional licensing.