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.