Dear insert prospect name:
Tax season can be stressful and can stir up conflicting emotions. While it is rewarding to note the growth of
your earnings and assets, paying more taxes on those gains can be frustrating.
I have the knowledge and experience to help you develop effective tax season strategies with your tax advisor
to ensure that you are positioned to:
• Pay no more than your fair share in taxes
• Develop an effective overall strategy as you pursue your long-term financial goals
• Align your 401(k) investment selections with your total financial picture, including other personal
savings, pending expenses (e.g., your children’s college education) or your current debt
Let me help you gain the confidence that comes from knowing you’ve had an experienced financial
professional take the time to review your portfolio for factors that can have a big impact on your overall
results. Because no matter what size your portfolio is, factors such as over- or under-weighting in various
asset classes, less-than-optimum investment vehicles in taxable versus tax-deferred accounts, portfolio
overlap and other considerations can seriously impact your returns and influence the amount of risk you
may be unknowingly assuming.
My goal is to help you keep more of your earnings after taxes and inflation, so as you pull together
documentation for filing your tax return, it would be my pleasure to examine your current investments to
ensure that your financial goals remain within reach. Please contact me at insert phone number to
schedule an appointment for a complimentary financial review. I look forward to speaking with you soon.
Barnes Capital Group