Plan Smarter. Preserve More.
Taxes affect nearly every aspect of retirement planning—from income and distributions to estate transfers and investment decisions. At AJ Freedom Financial, we help you consider the tax impact of your financial decisions and work with our partners to build strategies designed to preserve more of what you’ve worked so hard to earn.
While we do not provide tax advice directly, we partner with our sister company, Freedom Financial Tax, to offer coordinated tax support tailored to your financial picture.
Our tax strategy support includes:
- Tax Review and Strategies
- Retirement income tax analysis
- Coordination with CPAs and attorneys
- Estate and legacy tax impact review
- Adjusting plans based on tax law changes
We also offer services to help families navigate estate taxes and settle accounts with clarity.