Services - Tax & Estate Planning

Taking a holistic approach to your finances.

Huberty Burst Icon

At Vesta, our advisors not only help you pursue your goals, but they also take a holistic approach to your financial situation, ensuring you consider how today’s decisions will impact your future finances.

Tax & Estate

Elderly father adult son and grandson out for a walk in the park.

Tax & Estate Planning

Taxes and your finances go hand in hand, and our advisors work diligently to make sure you do not pay more taxes than you need both today and in the future. We take a tax-sensitive approach to financial planning to help minimize the impact of your taxes. With our approach of pairing tax and financial planning, we are able to deliver tax savings that near the amount our clients would typically receive on their investment return. Along with proper tax planning, a well-designed estate plan can effectively mitigate your family’s overall tax burden. Vesta offers financial strategies designed to efficiently manage the transfer of wealth from one generation to the next. Our advisors work hand in hand with your estate planning attorney to ensure the estate plan you put in place lives out in your financial plan.

If you do not have an estate plan in place, our team of specialists connect you with a local attorney who we work with to ensure that we assemble a plan that addresses your financial goals, long term tax strategy, and long-term estate plan.

Consider how today’s decisions will impact your future finances.

Learn more about our services.

Services to Fit Your Needs

Our team is focused on your financial success, no matter the stage you are in.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Financial Specialists LLC nor any of its representatives may give legal or tax advice.


Interested in receiving financial newsletters?