Taxes
Expert tax strategies to maximize your money
Taxes shouldn’t be a barrier to your financial success. At Lifeworks, we combine expert, proactive tax planning and a holistic financial approach to help you keep more of what you and your assets earn.
Taxes threaten our financial futures.
The hidden cost of fragmented advice
If you’re not ultra-wealthy, accessing comprehensive advice to minimize your tax liability and make smart financial choices is often out of reach. The root of the problem? Fragmented expertise.
- Accountants focus on what you’ve already done, not what you need to do.
- Attorneys say what will happen after you’re gone. They don’t make the most of what you have now.
- Financial advisors often lack tax expertise and focus more on investments than comprehensive planning.
It’s time for a solution that brings all the pieces together.
At Lifeworks Advisors, we incorporate proactive tax planning for every client throughout the year, creating a comprehensive tax strategy that aligns with your overall financial plan.
Proactive tax planning
Our quarterly meetings integrate tax planning into your ongoing financial strategy.
Expert 1040 preparation
We facilitate expert 1040 preparation at a significant discount through our strategic CPA partners, so you can stop dreading tax season and focus on what matters most.
Shield your assets smartly
We help you use estates and trusts strategically to shield your assets where appropriate.
Investments that Reduce Your Taxes
Our automated tax-loss harvesting strategies work 24/7 to generate meaningful tax alpha in your taxable investment accounts. This proactive approach can save significant dollars over time, keeping more of your wealth working toward your goals.
How a Lifeworks membership works
Our flat-fee membership is designed to save you money.
At Lifeworks, we like to keep things simple. We charge one low monthly fee for the most comprehensive financial planning services we know of. For most clients, it works out to much less than the percentage of assets and investment fees many advisors charge. And you get so much more, including:
- A comprehensive financial plan that aligns your values and your money
- Quarterly meetings to keep you on track and your plan current
- A dedicated family-office-style team of financial advisors
- Dedicated tax planning meetings throughout the year with your financial advisor and our CPA partners
- Access to discounted 1040 tax preparation and filing from our CPA partners throughout the country
- 3-year audit of business, real estate, and personal returns
- Free Will & Estate Plan
- Risk mitigation strategies to protect your wealth and your family
- No commissions, hidden fees, or kickbacks…ever.
- We don’t require you to move your money.
- No high-pressure sales tactics. We’re here to serve.
- No risk or style buckets. Investments personalized to your plan.
Start planning your best life today.
Your dream life is waiting. At Lifeworks, we make it simple to begin your journey to financial freedom. Follow these three easy steps to get started.
Book a meeting.
Our online scheduling makes it a breeze to find the best time for you.
Meet your advisor.
Get to know your advisor, who will be with you every step of the way.
Build your plan.
We’ll help you build a tailored roadmap so you can live your best life.
Take the first step towards tax freedom today.
Ready to transform your approach to taxes and take control of your financial future? Find out for yourself how our comprehensive approach can minimize your tax liability and maximize your wealth.
