2019 End Of Year Tax Planning Checklist

Just like we did a year ago, Scott will give us a blow-by-blow account of the things we should be looking to do at the end of the year from a tax perspective.
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The Bird’s Eye View:

Just like we did a year ago, Scott will give us a blow-by-blow account of the things we should be looking to do at the end of the year from a tax perspective.

2019 Tax Planning Checklist

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Scott Dougan, RFC, Investment Advisor – Contact

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Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement.

Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states.

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(913) 393-4724