Tax Planning

Taxes are a significant factor in building wealth so we work with you to help you review the tax implications of financial decisions, including the types of retirement plans you choose and capital gains you incur. Unlike many financial planners, we offer tax planning on an ongoing basis, to help you avoid costly mistakes as you build for your future.

Particularly in your early-earning years, tax decisions can have a long-term effect on long term investment income.

Click here to learn how we also help you with Investment Management and here for Retirement Planning.

And click here to get started with a free consultation to learn the critical ways that tax choices can have a positive – or negative – effect on your financial future.

Work With Us

Work
with us

We at Sherman Wealth Management want to work with you to make your goals and needs a reality. Whether you’re located in Maryland or Washington, DC, or if you’re across the country or world, we offer a complimentary 30-minute introductory call where we review your portfolio and financial goals and discuss ideas to get you on track to meeting those goals.