With credentials in the tax as well as in the investment area, we are able to provide you with tax strategies as well as portfolio management. There are very different tax consequences investing within your personal portfolio versus your retirement portfolio, as well as withdrawing funds from your personal portfolio versus your retirement plan. Additionally, utilizing the right type of educational funding can provide a sizeable tax savings opportunity.

We can help you determine or consider:

What level of retirement contributions you should make
Tax consequences of what you contribute.
The best way to fund educational costs

TAX RETURN PREPARATION:
Like it or not, we all need to file annual tax returns. By allowing Essex to manage your portfolio, and help with your tax planning, there are economies of scale that allow us to prepare your returns at a cost savings to you.