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Tax Planning

We plan your expected tax liability through your retirement. With the ever-changing tax codes and laws at the federal, state and local level, we work to ensure you are always making tax-efficient investments and you benefit as much as possible from your various income, revenue streams and losses. 

Our goal is to help you keep as much as your money as possible so you can enjoy your retirement with peace of mind. 

Valley Financial Group offers the following Tax Planning services:
  • Income Tax planning
  • Tax-efficient investing
  • Tax-loss harvesting
  • Tax-deferred annuities
  • Affiliated with CPA
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