Windson & Co. offers a range of financial services, including investment management, retirement planning, tax planning, estate planning, and financial consulting for individuals and businesses.
Our financial planning process involves an initial consultation to understand your goals, an in-depth analysis of your current financial situation, and the creation of a customized financial plan. We then implement and monitor the plan, making adjustments as necessary.
Our tax planning services include strategies to minimize your tax liability, optimize your tax-efficient investment options, and ensure compliance with current tax laws. We also offer guidance on tax-advantaged accounts and estate planning to reduce potential tax burdens.
We provide personalized strategies to reduce your tax liability, such as maximizing contributions to retirement accounts, taking advantage of tax credits and deductions, and strategically planning the timing of income and expenses.