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Tax Planning

How We Can Help

Review of your tax returns to highlight opportunities to mitigate tax liabilities.
Complementary consultation with your tax preparer.
Strategies such as tax-aware investing and income bracket planning to support long-term financial outcomes.
Up to date communications on new tax laws that may affect your individual tax situation.

Office

Colorado
189 Talisman Dr. Suite D
Pagosa Springs, CO, 81147

Texas
2125 N Loop 336 W Suite 130
Conroe, TX, 77304

Contact Info

1-800-731-6345
info@scottstrategicinv.com

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC .

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S>, which it awards to individual who successfully complete CFP Board initial and ongoing certification requirements. Investing involves risk and you may incur a profit or loss regardless of the strategy selected.