Dollars and Diagrams

The Advisor Toolbox


No savings vehicle is inherently bad.  No savings vehicle is inherently good. Different types of savings vehicles are nothing more than tools in a advisor’s toolbox.

We believe it is incredibly important that clients work with an advisor who has access and utilizes many of the different types of tools that are available today.

Beware of anyone who provides comprehensive financial planning and offers a solution that only takes advantage of only using a single tool.

Some often misunderstood tools in the advisor’s toolbox:

✅ Reading retirement plan documents

✅ Utilizing Donor Advised Funds for charitable giving

✅ Tax loss harvesting and tax efficient investments for non-qualified accounts


Information in this material is for general information only and not intended as investment, tax or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.


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