Tax Planning

Make the Most of Your Money Year After Year

Our goal is to make the most of your money. That’s why we help with year-end tax planning. We can implement strategies, such as tax-loss harvesting, to help you minimize income and/or gift taxes. If we need to talk with your tax attorney or CPA to implement this strategy, we are happy to do so.

Through it all, we adhere to our fiduciary duty and our Christian conscience. That means you don’t have to wonder if you are following the tax code as you take advantage of it.

How should you proceed if you want to learn more?

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Trust and investment management accounts and services offered by PlanFIRST, an office of the Ronald Blue Trust division of Thrivent Trust Company, are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by Thrivent Trust Company or its affiliates, and are subject to investment risk, including possible loss of the principal amount invested.

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