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If you think it's pricey to hire a professional, try hiring an amateur.

Your Tax Adviser

Taxes are a important piece to consider in your financial planning puzzle. There is a tax impact to virtually all investment decisions. Using a competent and qualified tax adviser who works closely with your financial adviser can increase the tax-efficiency of your plan.

Your Divergent Wealth Planner will strive to build a relationship and work closely with your current tax adviser. If you don't currently have a valued tax adviser we can provide you with several professionals to consider. 

When your financial planner and tax adviser work together, the end result is usually better.

Join The Divergent Wealth Family

385-237-4000