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Average Tax Savings
Our clients typically save between 20% and 30% on their annual taxes through our strategic tax mitigation plans. For a business owner earning $200,000 per year, this translates to savings of $40,000 to $60,000 annually.
Investment Growth
By redirecting tax savings into high-yield investment opportunities, our clients have seen an average annual return of 8-12%. For example, investing $50,000 of tax savings could grow to approximately $78,000 in five years at a 10% annual return.
Lifetime Income Solutions
Clients using our lifetime income solutions have secured a steady income stream, ensuring financial stability in retirement. A typical plan might convert $500,000 of retirement savings into an annual income of $30,000 for life.
Wealth Transfer Efficiency
Our legacy planning strategies ensure that more of your wealth is passed on to your heirs. On average, clients reduce estate taxes by 15-20%, potentially saving hundreds of thousands in estate taxes for a multi-million dollar estate.
INCOME TAX MITIGATION
CAPITAL GAINS TAX MITIGATION
INCOME TAX MITIGATION
CAPITAL GAINS TAX MITIGATION
"Best FP's tax planning saved my business $50,000 last year. Their advice on where to invest those savings has set me up for a comfortable retirement."
Margaret J.
"Thanks to Best FP, I've secured an additional $25,000 in annual income during retirement. Their strategies are truly transformative."
Anna Kate R.
"Best FP helped me turn my financial situation around. Their personalized approach and expert advice have been invaluable."
Scott M.
"The legacy planning services provided by Best FP helped me reduce estate taxes by $200,000, ensuring a greater inheritance for my children."
John H.
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