Financial Planning
Integrating Tax Planning With Your Financial Strategy
Tax and financial planning often significantly overlap. As a client of Maryland Tax Service, Inc., we are happy to work with your existing financial advisor by providing routine tax information and answering general tax questions.
When that coordination requires detailed tax analysis, tax projections, or any other services beyond general tax questions, the work is considered a separate tax-planning engagement and additional fees apply.
Investment Advisory Services Provided by Glover Park Wealth Management LLC
For clients seeking a more comprehensive approach to their financial needs, Travis Funkhouser also serves as an Investment Adviser Representative with Glover Park Wealth Management, LLC.
Through this separate advisory relationship, tax planning is integrated with financial planning, retirement planning, and investment management. This allows tax implications to be considered as part of a coordinated financial strategy without separately engaging Maryland Tax Service, Inc. for each substantive tax-planning matter.
Our goal is not to replace a financial advisor you already trust. Maryland Tax Service, Inc. is happy to coordinate with your existing advisor on tax-related matters. However, for clients who prefer a more integrated approach, working with Glover Park Wealth Management, LLC provides an opportunity to bring tax and financial planning together under one coordinated strategy.
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