Professional Financial Planning in Carmel, IN is a firm that specializes in providing comprehensive financial planning services. With a team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA), they help clients make informed decisions about their investments and financial goals. The firm emphasizes the importance of location when it comes to investing, as the location of assets can have a significant impact on after-tax returns. They provide guidance on tax-efficient strategies, such as holding income-producing assets in retirement accounts and capital assets in taxable accounts. Additionally, they offer advice on holding commodities and collectible items in the appropriate accounts to minimize tax liabilities. With a focus on tax efficiency and simplicity, Professional Financial Planning aims to help clients maximize their financial well-being.
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