Tax Planning Services

Let Stone Hill Financial help you develop tax-wise strategies for year-round planning.  With our increasing government deficits, the aging population and longer life spans, it's possible that tax rates may rise in the future.  It makes sense to plan ahead and plan wisely to reduce your annual tax liability and keep more of what you earn.

Working in coordination with your qualified tax advisor, we can assist you with the following:

  • Tax diversification strategies

  • Tax harvesting

  • Qualified retirement plan analysis and recommendations

  • Planned giving strategies and charitable contributions

  • Tax-smart planning

  • Tax-smart strategies to reduce federal and state inheritance and state taxes

See Tax Diversification under additional Resources.




*HTK and its registered representatives do not provide tax advice.  Always consult a qualified tax advisor regarding your own personal tax situation.