Tax Efficiency & Planning
Less Stress. More Strategy.
Our team of advisors and CPAs collaborate to create a long-term, tax-aware plan tailored to your situation.
No one enjoys tax season — but with proactive planning, we can help reduce surprises. From IRA conversions to charitable giving, we integrate tax considerations into your overall financial strategy.
- Plan ahead for tax season.
- Explore strategies designed to help manage taxable income.
- Take advantage of opportunities that align with your goals.
Managing tax strategies, crafting comprehensive plans, and guiding families through taxation are areas I am extremely passionate about. I began my career in public accounting and have prepared thousands of returns, but now as a Financial Planner, I see how much more effective tax planning can be when we have a full view of a client’s financial picture. It’s not just about saving on this year’s taxes — it’s about developing strategies designed to support long-term tax efficiency. Helping families manage their tax exposure and feel more confident in their financial decisions is what drives me every day.
— KALEY BOCKHOP, CFP®, CPA, rosemeyer management group
A Plan Designed to Provide Value Over Time
We’ll help you understand your current tax picture and develop strategies designed to help manage it into the future.
Tax planning is a long-term process — not a once-a-year task.
The RMG Approach
Estimate Your Future Taxes
Better understand where your retirement income will come from and what it may mean for your tax situation.
Guide You Through IRA Conversions
Shift funds using strategies designed to help manage future tax exposure.
Integrate Giving Strategies
Explore charitable giving approaches designed to provide potential tax benefits while aligning with your values.
Align Your Investment Tax Profile
Implement strategies intended to help manage tax exposure across your portfolio.