Services

Financial Planning Services

VARGAS FINANCIAL ADVISORS, LLC serves as an investment advisor arm of VARGAS FINANCIAL GROUP.

Strong investments are keys to securing your financial future. And it can be easy to forget that taxes can snag a huge chunk of your expected return.

Taxes should never drive your investment strategy, but understanding how taxes can affect your earnings will help you make smart decisions that will minimize taxes and maximize your retirement.

We can review your investment ideas with you and make recommendations that will boost your after-tax return and maximize wealth preservation—recommendations like:

• Consider putting more dollars in investments that give you dividend income and long-term capital gains.
• Deduct a limited amount of capital losses in excess of capital gains. Consider balancing your winners and losers to maximize this deduction each year.
• Give investments that produce high taxable annual income to family members who are in lower tax brackets, thereby saving taxes for the overall family group.

Being that no two individual investors are alike, by developing a fact finder we can assist in developing an investment strategy that will fit your financial goals and objectives.