Plewniak Financial Consultants - Tax & Estate Planning
Our Vision
At Plewniak Financial Consultants, our vision is to ensure that every client’s wealth is preserved, optimized, and passed on with purpose. We aim to simplify complex tax and estate strategies into clear, actionable steps that minimize burdens, maximize benefits, and create a lasting legacy for future generations
About Us
- Tax-aware investment and withdrawal strategies
- Coordination with CPAs & attorneys
- Gifting, trusts, beneficiary reviews
- Charitable planning (DAFs, appreciated securities)
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