Brian Joyce CPA/CFP® works for HighSight, LLC. HighSight is a fee only RIA firm registered with the SEC. At HighSight we take pride in never "selling" our clients anything. We look for long-term relationships where we can be educators and confidants with all of your financial needs.
In addition to being a CERTIFED FINANCIAL PLANNER®, Brian is also a CPA. This gives Brian a unique perspective when it comes to assisting in your financial planning. Brian will ensure your tax strategies are always incorporated in your financial plan. Some topics he can help with are:
· How to design a financial plan with more than one path to success.
· Allocating investment holdings to the proper account types to maximize your tax benefit.
· How to best incorporate tax strategies into your financial and investment plan.
· Reviewing various strategies for college savings.
· Utilizing fixed income strategies to increase the yield from your savings accounts.
· Investment strategies to protect yourself from the next market crash.
· How to properly benchmark and evaluate your investment performance.
· Evaluating your retirement plan.