Keep More of What You Earn
Tax-aware strategies can help keep more of your income working toward your long-term priorities. We start by listing each income source: wages, investment dividends, and business profits. Next, we design timing and placement strategies aimed at improving tax efficiency. These can include Roth conversions, placing high-growth assets in tax-sheltered accounts, using qualified charitable distributions, and harvesting losses to offset gains.
Chris Rockey partners with your CPA so strategy and filing stay aligned. These strategies may help retain more capital in your plan — supporting retirement, education, or legacy goals over time.
Take Control of Your Tax Strategy
Let’s talk about ways to make your income go further.
Experience You Can Count On
Chris tracks evolving tax law and works closely with professionals to coordinate smart strategies. Whether you’re planning multi-year giving or managing bracket transitions, you’ll gain guidance that’s thoughtful and responsive.