Tax
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and
others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on
your financial efforts.
Articles
Videos
Have A Question About This Topic?
Have you ever needed Financial Guidance, but instead got a sales pitch for specific products or service without the Advisor even understanding your specific situation or what you wanted accomplished?
My passion for helping clients get better financial outcomes came from years of being a single parent balancing work and children. I experienced firsthand the lack of personalized financial guidance in running my household and consequently, made costly mistakes.
Quick Links
Check the background of your financial professional on FINRA's BrokerCheck .
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. https://go.jnorthfinancial.com/privacy
Copyright 2024 JNorth Financial
Form CRS Redwood ADV Part 3 https://reports.adviserinfo.sec.gov/crs/crs_312942.pdf
J North Financial, LLC and Joann North offer Investment advice through Redwood Private Wealth, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 (“Redwood”). Redwood is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Redwood offers, or that its personnel possess a particular level of skill, expertise or training. Important information and disclosures related to Redwood are available at https://redwoodprivatewealth.com. Additional information pertaining to Joann North and/or Redwood’s registration status, its business operations, services, fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/. Redwood Private Wealth and JNorth Financial, LLC are independent of each other.
Click here for Full disclosures - https://go.jnorthfinancial.com/disclosure-1193