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The American Revolution was sparked by taxes.
Farmers challenged the most powerful empire in the world—not over politics or land—but because they were tired of being overtaxed.
Fast forward 250+ years…
And Americans are still overpaying in taxes.
Why?
Because they assume their financial advisor is handling it.
But here’s the truth: many advisors never ask to see your tax return.
When was the last time your advisor reviewed your tax return?
Last year?
Ever?
Probably not—because they “manage your portfolio, not your taxes.”
But that kind of thinking can quietly cost you money—especially in the years just before and after retirement.
True wealth management includes tax planning.
If your advisor isn’t proactively working to reduce your tax burden, then it might be time for a different kind of advisor.
One who sees the full picture.
And helps you keep more of what you’ve earned.
Happy to discuss. Hop on my calendar HERE
About the author
Founder of Jones Fiduciary Wealth Management. He spent nearly two decades on the legacy side of the industry before building a fiduciary advisory firm where the tax strategy comes first and the portfolio follows. Author of UnBrainwashed Investing.
