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CLIENT CENTER

 

 

What to bring to your meeting?

  • Tax return
  • Paycheck stub 
  • Investment statements 
  • Insurance policies
  • Long term care policies
  • Balances in all assets and liabilities
  • Pension statements
  • Social Security Statements 

Book Meeting

 

POST TAX RETURN REVIEW

You may not know that we offer a unique service to you at no extra cost! For years, as part of our annual review meeting with clients, we have provided a Post-Tax Return Review!  The tax return is a ROAD MAP to help us stay in focus with your FINANCIAL PLAN.

 

Through careful attention to your tax return, we may be able to determine any changes that may need to be made to help you:

 

1 .Reduce Taxes and put more income in your pocket!

2. Discuss Ways to help you keep more of your capital gains and possibly tax-harvest some losses (if applicable.)

3. Evaluate whether or not you are withholding the correct taxes for your wages and/or retirement income.

4. Determine if Required Minimum Distributions are being satisfied.

5. Calculate to be certain you are taking advantage of maximums in Retirement Plans.

 

It’s super easy to get a Post-Tax Return Review.  Here’s what you need to do:

 

Provide a copy of your Tax Return – bring it in, mail it or email it or as your tax-preparer to send it over to us.  If using email, be sure to send it encrypted (we can provide a link)

Schedule an appointment http://www.azevedoinvestmentcorp.com/book-meeting

 

New Client? Please fill out our Onboarding Client Questionnaire. 

 

 

Contact Us

Don't hesitate to get in touch with us.
 

Phone: 209.545.8336
Fax: 888-340-3689
Toll Free:

Email: sherry@azevedoinvestmentcorp.com

4230 Kiernan Avenue, Suite 200 , Modesto, California 95356

California Insurance License # 0C51872. Expiration: 01/31/2025

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Osaic Wealth Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, ID, IL, MS, NV,  NC, OK, OR, TX, VA, & WA.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

CA Insurance license #0C51872

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