Tax Planning at Fit Wealth is a collaborative effort being your financial quarterback, bridging the gap between you and your CPA. We have a structured process aimed at optimizing your tax situation with unique and advanced strategies when needed, while aligning with your overall financial goals.

As independent financial advisors, we are not limited to investment products or companies that we can recommend.  We believe in a broad diversification of low-cost exchange-traded funds (ETFs) for the essential core portion of the portfolio.  As your income and wealth increase, we can give you access to an array of alternative investments such as private equity, private debt, real estate, tax investment solutions, or individual stock sleeves to finish building out a custom portfolio.  

Retirement planning is highly individualized, and strategies can vary widely depending on your unique circumstances and objectives. At Fit Wealth Advisors, we will work closely with you to create a personalized and ongoing retirement plan that aims to help you achieve your retirement dreams, while seeking financial security during your retirement years.

One of the first steps in asset protection is ensuring that you have appropriate insurance coverage. This may involve assessing your existing policies, such as liability insurance, umbrella insurance, and professional liability insurance, to ensure they provide adequate coverage for your unique situation. Protecting your assets from lawsuits by implementing various financial planning and risk management strategies is important. We provide guidance on financial measures that may help safeguard your assets from such potential risk. 

Estate Planning is a vital process and often times gets passed over leaving families with unforeseen gaps. Having an accountability partner to bridge the needs of your estate between you and your attorney is a key role. At Fit Wealth Advisors we believe that Estate Planning is a crucial step to ensuring that your assets are distributed according to your wishes, minimizing potential tax liabilities, and providing for your loved ones.