Wealth Protection and Tax Optimization
Wealth Protection
The most common mistake among professional athletes, coaches and entertainers, especially early on in their careers, is not spending the necessary time to find a credible financial partner to help develop a comprehensive and custom financial and life plan. We have heard many times, “I wish I had found you sooner”. The earlier the relationship is established, the better opportunity to put in place sound money habits, increase your wealth and guarantee its longevity.
At Stone Hill Financial, we understand irregular income, shorter career lifespans, high profile lifestyles and tax complexities.
Our team operates on what we call the four guarantees in life:
- Life Changes
- Tax Laws Change
- We Will Pay Taxes
- We Are Not Immortal
Whether your needs include a financially secure retirement, the purchase of a vacation home, the education of your children and/or charitable giving, Stone Hill Financial approaches things holistically and keeps in mind the four guarantees in life to help ensure that you are set on the road to financial success.
Tax Optimization
We work closely with you to develop tax-wise strategies for year-round planning. Planning ahead and wisely helps to reduce your annual tax liability and keep more of what you earn. Clients in the sports and entertainment industries also need to take into consideration any contracts in place where your professional careers and income may come from other states.
The Financial Landscape is complex and working in coordination with your qualified tax advisor, Stone Hill Financial will assist you with the following:
- Tax diversification and harvesting strategies
- Qualified retirment plan analysis and recommendations
- Planned giving strategies and charitable contributions
- Tax smart planning and strategies to reduce federal and state inheritance and state taxes
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