Southlake Tax Planning
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Toll Free (866) 407-4320, (817) 717-3812
Wealth Management with Character,
              Moral Strength and Excellence

Tax Planning

V&E Wealth Management believes that effective tax planning is one of the most neglected components of a successful financial review. We recognize the powerful impact of saving tax dollars and reinvesting them into wealth building assets. 

We work with clients to identify methods to lower their tax liability, which is especially beneficial to clients with large capital gains, severance packages, withdrawals from their IRA or are in a high tax bracket. By planning correctly in advance, we can aim to minimize your potential tax liability, while working to maximize your retirement and financial planning from a tax planning perspective. 

V&E Wealth Management and LPL Financial do not provide tax advice or services.


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CONTACT US: 2535 E. Southlake Blvd • Suite 100, Southlake, TX 76092 • (817) 717-3812 • Toll Free (866) 407-4320 • Fax (817) 416-6585
Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice offered through Level Four Advisory Services, a registered investment advisor. 
Level Four Advisory Services and V&E Wealth Management are separate entities from LPL Financial.
LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Louisiana, Maryland, Michigan, Minnesota, Missouri, North Carolina, Oklahoma, Pennsylvania, South Carolina, Texas, Virginia, Washington.