A major part of your financial picture, and an important cornerstone for your wealth to do what you want, is to help ensure there are no “surprises” when it comes to your taxes. As your financial life guide, your TFO team can help unburden you and your family from the collection, tracking, and storing of your tax documents and can help connect and coordinate these pieces with your overall investment strategy. No more having to call different firms to try to get them to understand where you’re going and the important pieces of your financial world. It’s all part of your well-coordinated wealth and purpose plan.