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  2. Taxes and Estates

Taxes and Estates

Taxes Federal and local income tax payments have a significant impact on your ability to save and invest for the future. Our review and recommendations encompass many aspects of income tax strategies and help ensure that you are taking advantage of available tax benefits and avoiding any unnecessary costs  . We work closely with you other advisors like your personal CPA, to help simplify and streamline your  tax preparation process.

Whether it's a focus on streamlining or avoiding probate, minimizing estate taxes, charitable inclinations, or generational wealth transfer, tailoring your estate or multigenerational plan is a critical step to take. In estate planning, we work to ensure that your assets are passed on the way you want them to. We help carry out the estate plans for the smooth transition of assets with the least amount of tax implications and that your wishes are implemented. Our role in your estate planning involves working with your attorney who would be responsible for drafting estate planning documents. We do not offer legal services.

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2000 Town Center Suite 1600, 16th Floor
Southfield, Michigan
48075 United States

  •  Tel: 248.509.0709
  •  contact@wealthsfg.com
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Wealth Strategies Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Wealth Strategies Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Wealth Strategies Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.

2000 Town Center, Suite 1600 Southfield, MI 48075

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