Private Wealth
Tax Planning
Affiliations & Credentials
Strategic tax planning plays a critical role in maximizing wealth.
After decades of hard work and disciplined saving, unnecessary taxes can significantly reduce long-term financial outcomes. Our team specializes in providing guidance in the following areas:
Annual Tax Planning
Ongoing planning meetings focused oncharitable giving strategies, Qualified Charitable Distributions (QCDs),retirement plan contributions, deduction optimization, and more.
Long-Term Tax Strategy
With a focus on overall tax efficiency,FBG helps optimize distribution strategies, Roth conversions, tax-smart savingspriorities, gifting strategies, and succession planning.
Tax-Efficient Investing
FBG’s trading platform seeks to improveafter-tax outcomes through tax-loss harvesting and disciplined portfoliorebalancing.
Taxes should be an integrated part of your overall financial plan — not simply an annual filing obligation. Through access to tax professionals and CPA partners, we stay informed on evolving tax lawsand help identify opportunities across all areas of your financial life.
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Have a question about your plan or want to explore how FBG can help? Reach out – we'll get back to you promptly.
FAQ
Your questions, answered.
FBG provides workplace financial education virtually and on-site, including group meetings, one-on-one support, and access to personalized financial planning for all employees. Employees are also provided with access to Estate Planning resources and can get a Will for zero cost!
Yes, every FBG client can expect to work with a CERTIFIED FINANCIAL PLANNER™ professional who is held to rigorous ethical and fiduciary standards, ensuring your individual financial goals and wealth management needs are always the priority.
FBG constructs various institutional plan structures tailored for efficiency and tax health, including:
- 401(k), 403(b), and 457 plans
- Cash Balance plans
- Endowments/Foundations
- Prevailing Wage plans
FBG believes that consulting compensation should correspond solely to the value added rather than fluctuating with market and contribution growth. They offer clients the option to be billed on a flat-dollar basis rather than strictly using variable consulting fees that rise automatically as more funds are contributed to a plan.
Unlike many firms driven by sales quotas, FBG prioritizes client service by limiting the size of each advisor's practice. They operate under a 24-hour response commitment and challenge industry norms- such as the over-reliance on Target Date Funds—to provide truly personalized financial advice.