CAPITAL
PASSIVEWhen it comes to typical strategies, capital gains can be a bit more difficult than other types of income. This is why taggartGALT has invested in the experience and research necessary to create specialized strategies for capital gains. Whether it be for commercial property, vintage cars, collectibles, etc… taggartGALT turns beneficial solutions into solid portfolio investments.
Most clients are pleasantly surprised to learn that taggartGALT has creative global solutions for passive income. Tailored structures can be created for many types of passive income including rental income, interest income through bonds and other structures, financial instruments, etc… Get more out of your passive investments with taggartGALT.
Business owners in many countries realize their compensation through the issuance of dividends. However, there are other more tailored structures that provide more financial benefits. taggartGALT has a specialty in providing uncommon strategies for dividend income and the realization of retained earnings. Contact us to learn more.
For some clients, a typical financial planning solution is not the preferred choice, so the strategic use of insurance is used to create a similar benefit. taggartGALT is a fully licensed insurance provider specializing in the use of financial Insurance vehicles. In most cases, this is used to maximize capital gains upon the transfer of an asset or the passing of a principal. However, there are other creative ways that we use insurance, and please contact us to learn more. Insure the retention of the principal with taggartGALT.
BUSINESS
STRATEGICWe look to continue to work closely with TaggartGALT, in the future, in the delivery of unique and effective tax strategies to our clients. We also see them as integral players, in the partnerships we are building with all of clients' professional advisors.
Their commitment to harnessing and engaging all the appropriate professionals around their clients also aligns with HighView's approach and ensures that all gaps in a client's wealth planning are addressed in designing an effective solution.
My partners and I, at HighView Financial Group, have worked with David and Michelle Lewis, of TaggartGALT, for over 7 years. The holistic approach, they employ, in understanding client goals and expectations, as regards tax effective strategies, is unique in the industry and aligns perfectly with our core beliefs around the proper stewardship practices needed to ensure the sustainability of client wealth.
My partners and I, at HighView Financial Group, have worked with David and Michelle Lewis, of TaggartGALT, for over 7 years. The holistic approach, they employ, in understanding client goals and expectations, as regards tax effective strategies, is unique in the industry and aligns perfectly with our core beliefs around the proper stewardship practices needed to ensure the sustainability of client wealth.
We look to continue to work closely with TaggartGALT, in the future, in the delivery of unique and effective tax strategies to our clients. We also see them as integral players, in the partnerships we are building with all of clients' professional advisors.
