Connecting Tax and Financial Planning For Long-Term Financial Security
Towers Wealth Management, Inc. is an independent comprehensive tax planning and wealth management firm assisting individuals, families, and small business owners through the many financial milestones in life, from running a business to sending a child to college to preparing for retirement.
Towers Wealth Management is a family firm based in Parker, Colorado, we work with clients throughout the greater Denver metro area, including Centennial and Aurora. As a family business, we treat our clients like family. We strive to build trusted and long-lasting partnerships with our clients, providing customized strategies, personalized service, frequent communication, and client appreciation events.
As independent advisors supported by broker-dealer HD Vest Investment ServicesSM, we are focused on each client’s individual goals, unique situations, and risk tolerance. Our relationship with HD Vest provides a wide range of products that enables us to customize sensible solutions for our clients’ needs.
At Towers Wealth Management, we understand that clients have worked hard to build their wealth. Our goal is to develop appropriate strategies that may help them preserve their wealth, mitigate taxes, and pursue their vision of a successful financial future.
Investment and financial planning services are offered by Deborah Towers through her affiliation with HD Vest.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Here's a breakdown of how the federal government spends your tax money.
Lifestyle considerations in creating your retirement portfolio.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Five creative (and inexpensive) ideas for motivating your employees.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How do the markets usually react to elections? Was the 2016 election any different?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When should you take your Social Security benefit?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Take a look at this 2017 Market Recap.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.