Discover all the ways Vanderzee Financial Advisors & Insurance Agency can keep you, your family and your business safe. You can rely on Vanderzee Financial Advisors & Insurance Agency for your Life Insurance needs and special requirements. Whatever you need advice about, our team expert consultants are here for you. Schedule a meeting today to learn what we can do for you.
An important element in any financial plan is tax planning with the ultimate goal of minimizing your tax liability. This may involve reviewing your past tax returns, working jointly with other tax or financial professionals and/or preparing your future tax returns. Business owners have special needs. I can help you anticipate those needs - whether they are executive bonus plans to attract and retain key executives, or insurance plans to protect you and your partners in the event of death or disability.
You work your whole life to build your estate; you should have control over what happens to it upon your death. I can help you implement a plan that protects your assets from the consequences of state taxes and ensures that your estate is settled on your terms, not someone else's.
An important element in any financial plan is tax planning with the ultimate goal of minimizing your tax liability. This may involve reviewing your past tax returns, working jointly with other tax or financial professionals and/or preparing your future tax returns. Business owners have special needs. I can help you anticipate those needs - whether they are executive bonus plans to attract and retain key executives, or insurance plans to protect you and your partners in the event of death or disability.
You work your whole life to build your estate; you should have control over what happens to it upon your death. I can help you implement a plan that protects your assets from the consequences of state taxes and ensures that your estate is settled on your terms, not someone else's.
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