Tax Planning

Sheller Financial Services, Sheller Wealth Management Inc., and LPL Financial do not provide tax advice or services. Please consult your tax advisor regarding your specific situation.

Securities offered through LPL Financial, member FINR/SIPC. Investment advice offered through Sheller Wealth Management, Inc., a registered investment advisor. Sheller Wealth Management, Inc., and Sheller Financial Services are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, IL, MO, NC, OH, TX. DISCLOSURES

The impact of taxation can have a serious effect on every aspect of your financial plan.  Proper tax planning is a year-round exercise as we consider how different choices best support your financial future goals.  Our goal is to assist you in this process to achieve the most favorable tax outcome as we work with you and your CPA to review and plan for the possible tax consequences of your financial decisions.

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