Check out the PDF below on Why Tax Planning Matters. Please bring a copy of your most recent tax return to your next review meeting, and we can take it from there.

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The dynamic seminar was one of Carl’s final professional presentations, given just weeks before his retirement from a career spanning 31 years. Carl worked at The Capital Group, also known as American Funds, and MarsJewett benefited by his strategic partnership. Carl...
Prior to joining MarsJewett, JJ specialized in Personal Financial Planning, earning his Bachelor of Science in Business Administration from Central Washington University. Since graduating, he solidified his knowledge even further, becoming a Certified Financial...
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The dynamic seminar was one of Carl’s final professional presentations, given just weeks before his retirement from a career spanning 31 years. Carl worked at The Capital Group, also known as American Funds, and MarsJewett benefited by his strategic partnership. Carl...
Prior to joining MarsJewett, JJ specialized in Personal Financial Planning, earning his Bachelor of Science in Business Administration from Central Washington University. Since graduating, he solidified his knowledge even further, becoming a Certified Financial...