YOUR FINANCIAL FUTURE IS SAFE AND SOUND
There’s nothing quite as assuring in life as knowing your financial future is in good hands. With Essex Financial as your guide, this feeling of safety and soundness is something our clients come to value.
This begins to explain why our clients place great importance on the guidance we provide. It’s also why they tend to stay with us for a very long time.
STRUCTURES TO STREAMLINE YOUR TAX BURDEN
BUSINESS & LEGAL TAX PLANNING
Effective tax planning isn’t something you should suddenly think about at your fiscal year-end. A business needs to establish a solid tax-mitigation foundation from the outset. At Essex Financial, we help business owners and managers with innovative strategies for reducing a wide variety of taxes.
We work with your attorney and accountant to advise on the proper structure of your business to help minimize taxes and liability. This may involve the utilization of alternative business structures such as family limited liability companies, Subchapter S corporations, C corporations, and family limited partnerships. Our work with hybrid solutions may also include such vehicles as tax-efficient mutual funds, municipal bonds and tax-loss harvesting.
STRUCTURES TO STREAMLINE YOUR TAX BURDEN
BUSINESS & LEGAL TAX PLANNING
Effective tax planning isn’t something you should suddenly think about at your fiscal year-end. A business needs to establish a solid tax-mitigation foundation from the outset. At Essex Financial, we help business owners and managers with innovative strategies for reducing a wide variety of taxes.
We work with your attorney and accountant to advise on the proper structure of your business to help minimize taxes and liability. This may involve the utilization of alternative business structures such as family limited liability companies, Subchapter S corporations, C corporations, and family limited partnerships. Our work with hybrid solutions may also include such vehicles as tax-efficient mutual funds, municipal bonds and tax-loss harvesting.
GUIDING YOUR BUSINESS
Taking care of your business in a variety of ways, with you in mind.
FINANCIAL STRENGTH & SOUNDNESS
The considerable backing of exceptional resources.
GUIDING YOUR BUSINESS
Taking care of your business in a variety of ways, with you in mind.
FINANCIAL STRENGTH & SOUNDNESS
The considerable backing of exceptional resources.
A CLIENT-CENTRIC APPROACH TO WEALTH MANAGEMENT AND PLANNING
AN EXEMPLARY RECORD OF SUCCESS ACROSS THE REGION AND BEYOND
Our success in growing our business is largely due to our singular focus on the unique needs of our clients and our willingness to go beyond what they would normally expect from an advisor relationship in terms of providing service.
NEED TO TALK IT THROUGH?
We’re here to help you find out more, get a quote or get covered.