Belmont Financial, our goal of providing intelligent advice to our
clients can only be met if we keep in mind the tax implications of
comes into play when considering questions of investment
structuring, selection and financing.
the appropriate investment, finance and insurance structure can
save you thousands in unnecessary tax obligations and at the same
time protect your other assets.
Belmont Financial, our legal and banking
background gives us
the tools to be able to fully consider your situation, including
the tax and asset protection implications.
is tax efficiency?
talk of tax efficiency, we are not talking about investments or
other strategies that only "work" once the tax benefits are
considered, - ie. the benefit of the tax deductions which
may be applied against your other income.
are talking about is an investment that does not result in you
paying more tax than is necessary. Additional tax
obligations can be inadvertently created by certain investment
recommendations or even the choice of who does the
only be confident that a recommendation is right for you if we
fully understand your situation. That is why we take time at the
outset to make sure we gather all of the facts.
believe investments must stand on their own feet. So-called
tax-driven investments are generally not part of our
recommendations. Tax consequences are constantly considered, but
only as part of your overall situation and certainly not as the
driving force behind a recommendation.
you like to discuss your situation? Call or e-mail us. We are happy
advice and tax considerations must be considered together. To this
end we will work closely with your accountant to make sure
that our recommendations tie in effectively with your overall
Need an accountant? We
can introduce you to one of our recommended accountants. We will
work together to provide you with the best overall