Nearly all financial decisions have tax ramifications. Tax liabilities associated with income, estate, gift and various state, excise and sales taxes can take a real toll on your wealth. We can help coordinate the various aspects of your financial plan to maximize tax-efficient strategies in line with addressing your overall financial goals.
Securities offered through LPL Financial-Member FINRA/SIPC. Investment advice offered through Cogent Advisory Group, a Registered Investment Advisor. Carroll Investment Management, LLC and Cogent Advisory Group, LLC are separate entities from LPL Financial. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck