Tax Strategies

Tax Planning

No one enjoys paying taxes, even with the understanding that its necessary. But, did you know that mitigating some of the sting of your annual taxes could be possible? That's right, sometimes all it takes is a little preparation and the advice of a seasoned professional. Like most things in life, thinking about taxes early and often means you’re on the right path to success.

But often times, having a solid grasp on your tax situation can be nearly impossible for the average investor — especially as your portfolio grows! And even with a large amount of solid preparation, tax law can be fraught with rules and regulations that baffle even the savviest of us. Luckily, financial or tax professionals love nothing more than helping their clients prepare for tax season. Preparing for taxes now can help ensure peace of mind later and possibly lessen the chance of an audit in the future.

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OUR TEAM

Bart Singleton and Adam Redenshek combine for over 20 years of advisory experience.  Each have individual focus areas to ensure a certain level of depth can be obtained with each and every client.   

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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.  

Securities products and advisory services offered through Park Avenue Securities LLC
(PAS), member FINRA, SIPC. OSJ: 14021 METROPOLIS AVE. FORT MYERS, FL 33912, 239-561-2900.
 PAS is a wholly-owned subsidiary of Guardian.  Doctors WealthCare, LLC is not an affiliate or subsidiary of PAS or Guardian.

The individuals associated with Doctors Wealth Care do not maintain specialized licenses or qualifications for the financial services provided to Medical professionals.

*Medical Economics Best Financial Advisors is a paid listing advertising supplement. This award is not issued or endorsed by Guardian or its subsidiaries.

Bart Singleton AR License #1594641 and CA Insurance License #0H41858.  Adam Redenshek: AR License #7288076 and CA License #0l69232. 2019-88834 Exp. 11/21

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