CERTIFIED FINANCIAL PLANNER™ & Wealth Management Adviser at Kuhn Capital Partners - Geneva, IL, US
The most overlooked area of financial planning is our main area of focus, Tax Reduction. You work hard, invest wisely, and we want to protect your money from excessive taxes. Our clients who have had a full financial analysis and adopted their personalized tax-reduction plans have been able to significantly reduce their annual taxable income through adopting strategic investing.While we do not provide direct tax or legal advice, in partnership with your tax representative, we are able to provide you access to investments that may significantly reduce your tax liability over multi-year periods.The assets we manage represent more than shares in a portfolio. That money represents the savings, sacrifice, and dreams that investors have entrusted to us. We take this responsibility seriously.Investment management requires a rigorous, disciplined approach. It cannot be driven by news headlines, investment trends, and emotion. Our investment principles reflect our steady, researched-based view and how we help clients focus on their long-term goals rather than short-term issues that could take them off course.