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Tax Reduction Strategies

Federal, state, and local taxes can consume a significant portion of your income and keeping abreast of the tax changes can be overwhelming. Our professionals can structure your portfolio to help minimize your tax burden and identify tax effecient investments that are suitable for you.

To schedule an appointment, please call (314) 480.1393 or e-mail info@summit-advisory.com.

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Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment adivsory services, including fee based asset management accounts held through NFS, LLC, are offered through 1st Global Advisors, Inc. All other financial planning services are offered through Summit Advisory Services, LLC. Summit Advisory Services, LLC, a Registered Investment Advisor and 1st Global Capital Corp. are unaffiliated entities.