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Help Make Smart Money Decisions

Protect Your Wealth

Protect Your Wealth

Mitigate Your Taxes

Mitigate Your Taxes

Take Care of Your Loved Ones

Take Care of Your Loved Ones

Make a Difference in the World

Make a Difference in the World
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Phoenix Tax Consultant

Mitigate Taxes With Our Tax Consultants

Are high taxes in the United States preventing you from reaching your financial goals? You are not alone. Our tax savings strategies can help you reduce your tax liability and keep more of your hard-earned money. Complex tax laws and ever-changing regulations can result in missed opportunities. Allow our Virtual Family Office to keep up with the most recent tax codes in the United States to help you identify valuable tax breaks you may be missing.
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Why do I keep paying more in taxes every year? Is there
a better way?

With ever-changing tax laws and constant newly created legislation, we ensure that our Virtual Family Office stays up to date to provide you with top-notch guidance. We keep an ongoing dialogue with your tax professionals to ensure you maximize your tax deductions and savings.

I own a successful business. Is it possible I am missing out on valid tax deductions?

Many businesses fail to claim significant tax deductions. We assist you in proactively managing your taxes and maximizing your savings, ensuring that you take advantage of all available benefits specific to your operating area.
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Proactive Partnership

Go beyond the basic tax filing. We work with you to create a proactive tax plan that reduces your current and future tax liabilities while taking into account the United States’ unique tax landscape.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Fusion Wealth Management is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: www.kestrafinancial.com/disclosures. Check the background of this investment professional on FINRA’s BrokerCheck.

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