How to help your clients boost tax efficiency
Submitted by Financial & Estate Planning Services | Griffith & Associates on July 25th, 2017Helping clients create tax efficient methods of drawing income in retirement is a great way for advisors to increase their value proposition and differentiate themselves from the crowd. Most clients require a little more attention during tax season, but for those in their retirement years (or approaching retirement) the tax services provided by an advisor and their team can be vital.
