Maximize Your Wealth with Investment & Tax Experts Who Put You First
Comprehensive wealth management that integrates portfolio strategy, proactive tax planning, and ongoing advice—so more of what you earn becomes long-term wealth.
- [Schedule Your Free Consultation]
- [Explore Our Services]
Why Clients Choose Us
- ✔ Fiduciary advice
- ✔ Tax-aware investment strategies
- ✔ Transparent, easy-to-understand pricing
1. Investment Management
- Evidence-based asset allocation
- Low-cost, diversified portfolios
- Ongoing risk management & rebalancing
2. Tax Strategy & Planning
- Tax-loss harvesting & asset location
- Roth conversions & bracket management
- Entity & compensation planning for business owners
3. Protection & Estate Coordination
- Insurance analysis (life, disability, long-term care)
- Trust & estate planning collaboration
- Beneficiary & titling alignment
4. Retirement & Cash-Flow Planning
- Withdrawal & tax sequencing
- Social Security & pension optimization
- Stock compensation & RSU strategies
Ready to Map Your Next 10 Years—Tax-Efficiently?
Book a complimentary call to review your portfolio, taxes, and opportunities to keep more of what you earn.
Request a Call Today
📞 (480) 278-4610
✉ jon.geib@clearskiesfinancial.com