Vision Wealth Management Group

1668 South Telegraph,

Suite 250C
Bloomfield Hills, MI 48302

Tax Planning

Tax Reduction Planning

We provide thorough tax reduction planning, including:

  • Comprehensive review of your tax return to highlight opportunities aimed to help maximize tax reduction strategies
  • Quarterly review of your tax situation and planning to incorporate any new tax law changes
  • Recommendations of tax strategies including tax advantaged investments
  • Cost basis calculation
  • Complimentary consultation with your tax preparer
Full-Service Financial Management from a Experienced Financial Advisor

Full-Service Financial Management from a Experienced Financial Advisor

As your independent financial advisor, our services go beyond just investment advice. We have created our services to help clients in all aspects of their financial life.