TAX EFFICIENCY
"The hardest thing
in the world to understand is
the income tax."
– Albert Einstein
Because It Is Your Money
It's critical to design your portfolio to optimize its returns. One key item is to keep as much of your earnings as possible. Through our partner Raymond James we offer individual accounts with zero transaction fees for Equities and ETFs. These accounts allow financial flexibility, limitless investment opportunity, and the option for security-based lending.
We'll work with your accountant and attorneys to guide you down the proper path. Tax efficient management is our process to identify specific financial vehicles so you can maintain your finances and not pay excessive taxes.
It all starts with a conversation, reach out and contact Collins Advisors, LLC today.