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800 South First Street, Union City, TN 38261

731-885-3600
discovery.partners@lplfinancial.com
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We Can Help You Plan for Tax-Filing Season

“There is nothing sinister in so arranging affairs as to keep taxes as low as possible.” – Learned Hand.

If you’re like most people, you’re probably wondering how you can reduce your tax liability. Discovery Partners Investment Center offers tax planning services to help you start planning now for next year’s filing season. We can recommend a variety of strategies to help you save as much money as possible.

Our Tax-Planning Process

Every income-earning citizen is responsible for paying taxes. Our government relies on taxes to provide a variety of valuable services. But, there are ways to reduce your tax liabilities so you can hang onto more of the money you’ve worked so hard to earn. Tax planning services can help you preserve your financial health by managing your lifetime tax liabilities. 

Our Values

Select gifting strategies that are tax-deductible

Choose the best options for distributing retirement funds

Coordinate social security timing 

Our History

Utilize Donor Advised Funds to Maximize Charitable Deductions

Analyze current investments to determine whether they would perform better in tax-deferred or taxed accounts

Don’t wait until it’s too late to plan ahead for your estate taxes

Together we can help you discover viable ways to reduce estate taxes for your beneficiaries. Contact us today to learn more about our tax planning strategies.

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Discovery Partners Investment Center

Discovery Partners Investment Center is an independent financial services firm dedicated to assisting clients with their greatest financial concerns.

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Contact Us

800 South First Street

Union City, TN 38261

Phone: (731) 885-3600

discovery.partners@lplfinancial.com

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