As the 2015 tax return filing deadline approaches, many people understandably want to know how they can minimize their tax bills. At Truepoint, we help achieve that goal by asking a series of questions throughout the year. It’s part of our integrated approach, which is designed to ensure that investment,
Archives for March 2016
Truepoint Wealth Counsel is a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training. More detail, including forms ADV Part 2A & 2B filed with the SEC, can be found at TruepointWealth.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice.