Tax Planning

Tax Planning

With the ever-changing tax code environment, it’s easy for clients to be confused about their tax liabilities.


CFG, in partnership with CPAs, helps individuals and families stay abreast of changes and position their assets in a prudent manner relative to taxes.

Tax planning support from CFG is for individuals and families as well as for businesses and its ownership.


Our Tax Planning Process

Proper tax planning is essential for advancing and protecting your financial future.


Our team works with a network of highly regarded CPAs throughout the United States to ensure every tax benefit is being explored for our client. We are also happy to work with a client’s existing tax professional. Taxes shouldn’t get between people and their financial goals, and we work to uncover the opportunities for advancement, not the barriers.

Tax Planning Questions to Consider

As you consider your tax planning needs, think about the following:

  • How do I currently evaluate tax planning within my full financial picture?
  • Are there opportunities to invest my tax credits?
  • Do I understand how to transfer assets to my children with minimum tax exposure?
  • What are the best ways to donate to my favorite charity?



Work With Us

Tax planning is a critical component of your overall financial plan. Working with a Registered Investment Advisor (RIA) like Clayton Financial Group (CFG) can provide the expertise and guidance necessary to optimize your tax situation. By collaborating with highly regarded CPAs and taking a holistic, customized approach to tax planning, CFG can help you minimize your tax liabilities, maximize your tax benefits, and achieve your financial goals.

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