Intent Market Solutions provides objective, unbiased investment information to our customers. We believe that each client's needs and investment profile are unique and that a broad array of options should be available to our customers in building proper portfolios.
Tax planning
An effective tax plan begins today, not on Feb 27th for the previous tax year. .At Intent Market Solutions we work with your accountant to formulate the appropriate tax strategy to minimize your obligations and maximize your opportunities. We have many products to achieve your tax planning strategy for you and your business.
Research has shown that the transition to retirement is a challenging time in the life of an individual. It is therefore, critical for individuals to have a retirement plan that will carry them successfully and smoothly through this transition.
We know that planning for retirement reduces anxiety and, for this reason, it is absolutely necessary to have the correct information. It’s about establishing targets and controlling your lifestyle in order to achieve them.
Retirement planning is about continuous progress as opposed to occasional performance. While other planning processes often seem to be based on vague hopes of windfall profits, Intent Market Solutions planning, is a realistic, hard-nosed plan with sequential, agreed upon, realizable goals.
For more information contact:
Dave Meidl
Financial Advisor
Intent Market Solutionswww.intentmarketsolutions.com
250-575-3576
Investing with Purpose
Financial Advisor
Intent Market Solutionswww.intentmarketsolutions.com
250-575-3576
Investing with Purpose
