One of the secrets to effective wealth planning is planning for tax consequences at the same time.  At Allied Tax we have pioneered the "tax planning" approach for more than 30 years.  This is our specialty, our niche.  But thats not all; the EQUILIBRIUM program is a comprehensive approach to improving your entire financial health picture, and putting you more in control of your financial future.  Plus, tax & wealth planning are not a one-time event; it needs to be done constantly, like excercise.  But with ATP at your side, you won't need to fear the complexities of finance and investing. Our financial planning services include: Evaluation of your current financial position Protection Planning Wealth Planning to Achieve Specific Goals Tax Planning Retirement Planning Estate and Business Succession Planning Unlimited phone calls & meetings at no additional cost We meet with each client at least quarterly, to evaluate investments and talk more in depth about one of the sectors mentioned above.  We take the time to educate you and explain the complexities of finance so that you can make informed choices and not have to leave all the decisions about your financial future up to your adivisor.  Call or email us today to talk more about our EQUILIBRIUM program. All securities offerred through American Investors Company, member FINRA/SIPC.