New Offering: Taxable Investment Consulting

Introducing Taxable Investment Consulting!

Over the past year, I’ve had countless advisors, family offices, and investors reach out asking for help with the tax-efficient investment strategies I write about.

I’m officially opening a limited number of consulting slots for those who want to integrate these approaches into their own practice or portfolio.

If you’re serious about improving after-tax returns - for yourself or your clients - I’m happy to share what’s been working for us.

➡️ 30-minute and 60-minute consultations are now available through Taxable Investment Consulting.

(🔗 in comments / below)

https://calendly.com/taxableinvestmentconsulting

Taxable Investment Consulting is a separate consulting service and is not a registered investment adviser. Consulting engagements are distinct from advisory relationships offered through Quantitative Financial Strategies, LLC. Nothing in this post should be construed as individualized investment advice.

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Disclosure:

Quantitative Financial Strategies (“QFS”) is a registered investment advisor offering advisory services in the States of Colorado and California, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Quantitative Financial Strategies disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. QFS does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall QFS be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if QFS or a QFS authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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New Offering: Taxable Investment Consulting

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