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Tax Planning Meeting

Create your multi-year tax planning strategy.

Tax planning can be the foundation of a successful retirement, and the truth is, even a little planning can go a long way to help keep your taxes lower during retirement. BFG Tax Service assists retirees in choosing the correct approach with investments and income to keep your tax bill as low as possible.

Regardless if you are an investment client or not of Modern Wealth Management, BFG Tax Service can still help you create a forward-looking tax plan and prepare your annual returns. If you would like to make an appointment to receive a tax analysis, discuss your current tax return, learn about future tax reduction strategies, or to speak with a financial planner about tax questions about your overall retirement plan, fill out the form to have one of our representatives contact you.


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