Minimizing Taxes

Your tax situation is unique to you, and any strategy to minimize taxes needs to consider your goals, time horizon, and tolerance for risk.

An important place to start is understanding the tax treatment of your different investments and the types of accounts they are held in.

Ideally, you want to diversify your money into one of the three buckets which make up the tax control triangle detailed to the left.

A Barnum financial professional can review your current holdings and how they are allocated across the various types of accounts available to you. They can also develop a strategy to position you to better manage the impact of taxes on your long-term financial plan.

Find out how to secure your financial future

Achieving your financial goals doesn’t happen by accident. It takes patience and planning to create the kind of possibilities that money can buy.