Tax
Planning

Smarter Tax Strategies
for Every Stage of Life

Taxes may be inevitable, but with a thoughtful strategy, you can reduce their impact and keep more of what you’ve worked hard to earn. At Galileo, tax planning is not an afterthought — it’s a core component of your overall financial strategy.

Our tax-focused services include:

  • Roth conversion timing and analysis
  • Tax-efficient withdrawal strategies
  • Capital gains and loss harvesting
  • Charitable giving with tax advantages


We collaborate with your CPA or tax professional to implement strategies that align with your goals. Whether you’re still working or already in retirement, our planning helps maximize your after-tax income.

See How Tax
Planning Fits In

We’re here to help you build a financial plan that honors your hard work and secures your future. Fill out the form below to schedule an appointment or click on the link to schedule an appointment.