LifeFocus
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Tax Management

Avoiding taxing experiences.


Maximizing expected returns is only the beginning of the value we add to a client’s investment experience. Our careful and continued vigilance toward tax efficiency can easily offset advisor fees … and then some, as we implement all of the following techniques:
  • Appropriately placing tax-managed investments within investors’ taxable accounts and less tax-efficient assets in tax-sheltered investments.
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  • Practicing regular tax-loss harvesting within clients’ taxable holdings, offsetting realized or anticipated capital gains
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Disclosures
​LifeFocus Financial Advisors, LLC
420 Wellington Ave, Suite 101
Walla Walla, WA  99362
509-526-4521
bdeal@lifefocusadvisors.com
  • Home
  • About
  • Services
    • Financial Planning
    • Tax Management
    • Portfolio Management
  • Money Manna
  • Contact
  • Login
    • Fidelity
    • TD Ameritrade