Tax Season Doesn’t Have to Be Taxing
At OLV, we approach tax planning with a proactive mindset—not a panicked one. Our strategies are built to help keep you from playing catch-up. Whether you’re planning for this year or looking ahead to retirement, we’ll help you create a strategy that supports your full financial picture.
We do more than help you “get through tax season.” We help you plan around it—year-round, in a way that aligns with your goals.
Good tax planning isn’t something you do once a year in a flurry of paperwork and stress. We build long-term strategies that consider your income, investments, business, and retirement picture all year long.
Taking money out of retirement accounts isn’t as simple as clicking “withdraw.” We’ll help you determine the most effective ways to draw income—so your retirement dollars last longer, and you keep more of what you’ve saved.
We’re not trying to replace your CPA—we’re here to work with them. Already have a tax pro? Great. Need one? We can connect you. Either way, we’ll make sure your financial and tax strategies are working in sync.
With a strategy in place, you can reduce surprises, avoid costly mistakes, and make the most of it all!
Ready to take the next step?
Sit down with one of our advisors to discuss your goals, explore your options, and start building a plan designed for you.
We are a team of dedicated financial experts committed to guiding you towards financial growth and success.
Advisory services offered through OLV Investment Group, an Investment Adviser registered with the U.S. Securities & Exchange Commission. Insurance products are offered through OLV and are not subject to Investment Adviser requirements.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. OLV Investment Group’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through OLV a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.
To earn the CFP® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
Individuals showing a CFP® designation hold an active CERTIFIED FINANCIAL PLANNER™ certification. To earn the CFP® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
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