Tax-Efficient Portfolio Management & Retirement Planning
As a Registered Investment Advisor, we provide portfolio management and retirement planning using a tax-aware, goal-based approach. Our focus is on aligning your investments with your financial objectives, retirement timeline, and overall tax strategy so your financial plan works together in a coordinated way.
We meet with clients virtually through Zoom and offer a secure online portal for accessing documents, reviewing reports, and managing communication in one place. Our advisory process is structured, transparent, and centered around your long-term goals.
Our approach emphasizes clarity, coordination, and a planning framework designed to support your long-term financial goals in a structured and thoughtful way.
What We Deliver:
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Customized, tax-conscious investment portfolios
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Retirement income & distribution planning
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Social Security & pension coordination
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RMD and inherited IRA guidance
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Risk assessment and portfolio alignment
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Asset allocation & rebalancing frameworks
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Tax-loss and gain management strategies
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Ongoing virtual strategy meetings
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Secure document access through a personalized client portal
OUR PROCESS
Simple. Secure. Expert-Guided From Start to Finish.
At Lakewood Ranch Tax Advisors, we believe working with an advisor should be clear, modern, and stress-free. Our fully virtual process ensures efficiency, accuracy, and convenience — supported by genuinely high-level expertise.
1
Schedule Your Free 30-Minute Consultation
Everything begins when you click the Scheduling Link on our website.
Choose a time that works for you, and we’ll meet for an obligation-free, 30-minute Zoom consultation.
Purpose:
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Get to know each other
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Discuss goals and concerns
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Understand your tax or advisory needs
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Determine if we’re the right fit
This is a relaxed conversation — no pressure, no obligation.
2
Engagement Letter
If you choose to move forward, we send a clear, detailed engagement letter that outlines:
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The scope of services we’ll provide
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Pricing (if applicable)
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Expectations and timelines
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What we’ll need from you
This ensures full transparency and alignment before any work begins.
3
Secure Client Portal Setup
Once the engagement is signed, you’ll receive access to your secure client portal, where you can:
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Upload necessary documents
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Access updates and reports
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Communicate securely with us
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Track the progress of your engagement
The portal keeps everything organized and protected.
4
Personalized Assessment
After receiving your documents, we perform a thorough assessment tailored to your specific situation — whether tax preparation, advisory, investment planning, or retirement strategy.
This is where we start building a customized, tax-informed roadmap that aligns with your goals.
5
Advisory & Service Fulfillment
We then begin working through the agreed-upon services, which may include:
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Tax preparation
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Tax advisory
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Investment advisory (RIA)
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Retirement income strategy
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Annuity & protection planning
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Small business advisory & payroll
All meetings are held via Zoom, and all signatures are completed through DocuSign for maximum simplicity and convenience.
6
Review, Deliver, and Plan Forward
Once the engagement is complete, we meet again to:
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Review results
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Provide recommendations
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Plan ahead for future tax years or financial goals
Our goal is to deliver clarity and confidence, not complexity.
7
Earned Trust → Referrals
We aim to perform so well that you feel compelled to share your experience with:
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Friends
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Family
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Neighbors
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Colleagues
Exceptional service is how our firm grows — and we treat every client relationship with the care that standard demands.