Our AdVisors understand that if you are like most people, you dread the thought of paying more in taxes than you should have to. We work diligently to address the challenge to reduce your tax burden and to assist you to keep more of your own money. Finding ways to intelligently and legally minimize the impact of taxation on your investments should reduce your total tax liability.

InVestra can tailor your tax strategy as we strive to maximize financial returns and structure the most appropriate investment strategy for individuals, partnerships, estates, trusts, entrepreneurs and working executives. Integrating our financial planning perspective with both income and estate tax implications as we seek to grow wealth and optimize potential return. InVestra employs a proprietary integrated approach to design a practical strategy to help you gain and keep the greatest benefits from your efforts and assets.

A plethora of alternatives are suitable for pursuing your financial goals while minimizing the impact of taxes, such as:

  • Tax Deferred IRAs
  • Tax free or Tax deferred Bonds
  • Tax free or Tax deferred Annuities
  • Life Insurance
  • Tax Diversified InVestment Portfolios
  • Tax Harvesting by adjusting portfolio gains and losses for tax advantages
  • Deferral or acceleration of income recognition where suitable
  • Structuring and implementing charitable gift-giving and Charitable Trusts

LPL Financial and InVestra Financial Services do not offer tax advice or services.

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Death & Taxes

InVestra knows that there are only two certainties in life: Death & Taxes. We can help you plan for both, starting with a comprehensive tax strategy to help you pursue your financial goals.