Skip to main content

  • Phone: 603.926.1189
  • Email: hannah.scott@lpl.com
  • Client Login

  • About
  • Services
    • College Savings Plans
    • Retirement Plans
    • Life Insurance
    • Long-term Care and Disability insurance
    • Savings
    • Tax Planning
  • Resources 
    • Weekly Commentary
    • Quarterly Insights
    • Featured LPL Research
    • Forms
    • Blog
  • Contact

    You are here

  1. Home
  2. Services
  3. Tax Planning

Tax Planning

No one likes taxes. But the advice of a financial planner can help with the selection of products and services that help ease the burden.

Charitable contributions, life insurance policies and investment products purchased through products like 401(k) Retirement plans or 592 Qualified Tuition Planscan all be useful tools in an effective tax strategy. It is important to design a tax plan that fits one’s personal needs.

Choose from a variety of products and services, such as:

  • Income-splitting for spouses or common-law couples.
  • Charitable donations, which benefits important not-for-profit work and allows donors to maximize tax credits.
  • Life insurance products that build tax-advantaged capital for retirement.
  • Investment products that provide for tax benefits, such as those purchased through 401(k) Retirement Plans or 529 Qualified Tuition Plans.

Contact us today to learn more about tax-planning products and services that are specifically tailored for your needs.

Services

  • College Savings Plans
  • Retirement Plans
  • Life Insurance
  • Long-term Care and Disability insurance
  • Savings
  • Tax Planning

Book a Meeting

Tell a Friend

Newsletter Subscription

Subscribe to our newsletter and get exclusive info straight to your inbox!

One Merrill Industrial Drive Suite 15, Hampton, New Hampshire 03842 United States

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • One Merrill Industrial Drive Suite 15, Hampton, New Hampshire 03842 United States
  • Phone: 603.926.1189
  • Email: hannah.scott@lpl.com

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DC, FL, IN, MA, MD, ME, MT, NC, NH, NV, NY, PA, RI, SC, TX, UT, VA, VT, WA

© 2023 LPL Financial. All rights reserved.

Website Design For Financial Services Professionals