- Tax PlanningYes. We can look at your insurance coverage, tax planning, small business issues, estate planning and other needs. This can either be incorporated into a comprehensive financial analysis encompassing your accumulation goals and investment positioning, or can be done as separate stand-alone reviews.
- Tax Services
- Income TaxThe other situation that is alarming to the markets is the administration’s proposals to raise top-tier income tax rates, the corporate tax rate (and eliminate other currently-favorable corporate tax provisions), and most damaging – nearly double capital-gains tax rate on high earners. These would, if enacted, place severe downward pressure on investment assets, which are priced for after-cost and after- tax returns. Our competitiveness in the global economy will be greatly compromised. These taxes would do significant damage to the labor markets, distort efficient allocation of capital, and they don’t even bring in much in the way of revenues. Combined, they cannot come anywhere close to paying for the massive spending proposals presented. In fact, history shows that raising the capital gains tax rate reduces revenue as investors decide not to sell and realize those gains. So, either we continue to run unsustainable deficits and debt levels, or the middle class will get hit with major tax increases. The market is realizing this as well.
- Capital Gains Taxes
- Investment ManagementCustomized Portfolio Management allows us to shop the marketplace for investment vehicles accurately suited to your unique objectives. Rather than being locked into proprietary choices, or constrained by the need to control transaction-based expenses, Peterson Financial Services, LLC has the flexibility to make choices in managing your account solely based on its advantage to the value of your holdings. We implement tactics to control risk while improving returns.
- Accounting Services
- Financial PlanningWe provide financial planning and analysis services which will answer these and many other questions you might have. We compile information we ask that you provide us, question you about your specific goals, and provide an analysis report showing accumulation needs and depletion rates, tying this data into conclusions about what action is needed to be taken today.
- Retirement Planning
- Asset ManagementBecause each investor completes a profile questionnaire, we address the unique aspects of your financial needs to determine the correct portfolio type best suited to you. This portfolio type reflects specific asset allocation guidelines ensuring the investor will not be assuming any more risk than is appropriate for them.