019 | The Value of Planning: Steven Jarvis CPA Retirement Tax Services

Do you find financial planning to be a one-size-fits-all experience? Challenge that notion with the Vital Strategies Podcast, where we discuss the importance of personalized, proactive planning tailored to your unique goals. 

In this episode, Patrick Lonergan and Steven Jarvis unpack Vital Wealth's core principles, initially featured on the Retirement Tax Services Podcast. Discussing the crucial link between tax savings and wealth building, involving proactive tax planning, cash flow optimization, and strategic funding.  

Discover how Vital Wealth strategically positions clients' finances to minimize tax liabilities, explore their pricing model, and understand the importance of ongoing client involvement in crafting tailored strategies. From onboarding specifics to monthly expectations, the episode highlights the significance of maintaining an active partnership with clients. 

Key Takeaways: 

• The Vital Strategies Podcast Origin 
• Tax and Wealth Connection 
• Minimizing Tax Liabilities 
• Comprehensive Approach to Proactive Tax Planning 

Resources: 

Visit www.vitalstrategies.com to download FREE resources   

Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies  

Follow on Instagram at https://www.instagram.com/vital.strategies    

Follow on Facebook at https://www.facebook.com/VitalStrategiesPodcast   

Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/   

Credits:  

Sponsored by Vital Wealth  

Music by Cephas  

Audio, video, and show notes produced by Podcast Abundance 

Research and copywriting by Victoria O'Brien