Investments, insurance strategies, and various account types present opportunities for advantageous tax outcomes for our clients. Within the realm of retirement planning, for instance, tax benefits are often a significant component. These benefits may manifest immediately, through deferral, or even in tax-free forms. Our approach involves tailoring solutions to maximize these tax advantages for each client. Without proactive planning, individuals risk overlooking tax-free or tax-deferred opportunities when it comes time to file their returns. Tax preparers, under the pressure of managing a high volume of returns within tight deadlines, may inadvertently miss out on these potential benefits. Collaboration with a client’s tax preparer is encouraged to ensure a more favorable outcome. It’s important to reiterate that while we offer guidance on tax matters, we are not authorized to provide legal or tax advice. For personalized assistance, we recommend consulting with a licensed accountant or tax attorney.
Hafnia Financial, Inc. is an independent boutique registered investment advisory firm, located in Del Mar, in San Diego, California.
We are privately owned and are not affiliated with any Wall Street firm that are publicly traded and have to please shareholders and clients.
12526 High Bluff Drive, Suite 300 San Diego, CA 92130
(858) 750-6206
jan@hafniafin.com
Monday – Thursday: 9am - 5pm
Friday: 9am - 3pm
By appointment only.
Hafnia Financial, Inc.
12526 High Bluff Drive, Suite 300
San Diego, CA 92130
Phone: (858) 750-6206
Email: jan@hafniafin.com
Copyright ©2024 Hafnia Financial, Inc. . Todos los derechos reservados.