EVERYTHING REVOLVES AROUND TAXATION
Having an integrated tax planning and preparation practice within the firm gives us a greater understanding and ability to construct a robust financial advisory plan.
We go through our client’s corporate ownership structure and their cash needs to create a financial plan to provide income to themselves in the most tax efficient manner. We prepare and review the structure with our client on a periodic basis to ensure it is still meeting their needs and nothing is causing unplanned tax liability, particularly when it comes to succession planning.
Our holisitc approach adds significant value, benefitting our clients by preserving and growing their capital, as well as planning for the eventual transfer of wealth in a tax-efficient manner to the next generation.
We also work with our clients’ accounting and tax professionals to better provide an enhanced collaborative experience.
CH Financial uses a holistic approach to wealth management, centered on a solid financial plan, and paired with risk-management not only seeking to maximize returns but also to mitigate risks through insurance strategies and, long-term tax minimization. All of these are tied together to ensure the long-term financial health and well being of each of our clients and their families.
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