Virtual Family Office Services

For Successful Business Owners and
Families paying 6, 7 or 8 figures in taxes.

“Virtual Family Office Experience” available at the click of a button.

Proactive Tax Planning

“Anyone may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasure; there is not even a patriotic duty to increase one’s taxes.”

Judge Learned Hand, Helvering v. Gregory, 1934

Contact

Planning Process

Resources

Links

Securities and Advisory Services offered through Centaurus Financial, Inc., a registered broker/dealer and a member FINRA and SIPC. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in Utah, Colorado and Arizona.

SDP Personalized Planning and Centaurus Financial, Inc. are not licensed to provide tax advice. Any advice given should not be considered as tax advice, and clients should consult with a professional tax advisor before making any decisions that could impact their finances.

0:00