Forge a Plan for Tax Efficiency
Smart Tax Planning.
Stronger Financial Outcomes.
A coordinated, year-round process to help align your financial plan with your tax strategy.
Most people think about taxes once a year.
We think about them all year long.
At Forge Financial, we bring together your financial advisor and your tax professional to help ensure your plan stays coordinated — from January through December.
Our Year-Round Planning Process
Spring
Project & Model Your Tax Outlook
We begin each year by running tax scenarios based on your expected income, retirement withdrawals, Social Security decisions, charitable plans, and other life events.
Summer
Coordinate With Your
CPA or EA
We meet directly with your tax professional to compare assumptions, review strategies, and help ensure your entire team is aligned.
Summer - Fall
Implement Approved Strategies
After you approve the plan, we help implement strategies throughout the year — from withdrawal sequencing to charitable or Roth-related planning as appropriate for your situation.
Winter — A Coordinated Year-End Review
Before tax season begins, we send your accountant a year-end summary detailing the actions completed during the year, any relevant considerations for tax filing, and the forms you should expect to receive. This communication helps streamline your tax preparation.
Take the first step toward coordinated tax planning
Create your Asset-Map using the link below.
This visual overview helps our advisors evaluate tax-related opportunities and prepare personalized scenarios for your consultation.
Once it’s complete, we’ll contact you to schedule your meeting.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.