Will you provide advice as to how I can lower my tax bill?
Yes, this is included in the One-Time Financial Plan. In particular, we will look to see whether you are utilizing your employer-based retirement plans most appropriately, determine whether additional qualified accounts should be opened (e.g Solo 401(k), SEP-IRA, backdoor Roth IRA, etc.), and advise how you can structure your assets in the most tax efficient manner (e.g. asset location and tax-loss harvesting).