Investment Advisory
Integrating Tax Planning With Your Financial Strategy
Clients often manage their tax and financial planning separately, which can result in uncoordinated decisions and missed opportunities. For clients seeking a more comprehensive approach to their financial decisions, Travis Funkhouser, CPA, owner of Maryland Tax Service, Inc., also serves as an Investment Adviser Representative (IAR) with Glover Park Wealth Management, LLC.
Investment Advisory Provided by Glover Park Wealth Management, LLC
Through this separate advisory relationship, clients can benefit from a coordinated approach that integrates tax preparation and planning with investment management, retirement planning, and long-term wealth management.
Services include:
- Investment Management: Portfolio construction, diversification, and tax-efficient investing.
- Retirement Planning: Retirement income strategies, Roth conversions, and withdrawal planning.
- Tax-Efficient Strategies: Tax-loss harvesting, capital gains management, and investment tax planning.
- Wealth & Estate Planning: Wealth preservation, estate planning coordination, and legacy strategies.
- Business Owner Planning: Retirement plan options, including 401(k) and cash balance plans.
- Insurance & Risk Management: Life insurance, long-term care, and financial risk assessment.
By coordinating tax and financial strategies, clients can reduce the burden of managing multiple professionals while making more informed financial decisions. This integrated approach helps ensure that investment, retirement, and other financial strategies are evaluated alongside their tax implications, rather than in isolation.
Contact Us to learn more about how to combine your financial and tax strategy?
Already Have a Great Investment Advisor?
Maryland Tax Service is happy to work with your existing financial advisor. Our goal is not to replace a financial advisor you already trust. We will provide routine tax information and answer general tax questions under our Tax Planning terms.
If tax planning and coordination requires detailed analysis, projections, or any other services beyond general tax questions, the work will be considered a separate tax-planning engagement and additional fees will apply.
