By Richard Boehm, CFP®
Taxes are one of the biggest financial blind spots we see when people come in to discuss their financial plan. They have a CPA or accountant that prepares their taxes, but doesn’t help reduce their taxes. At Unified Wealth Management, we know tax laws are confusing and complex. We believe that everyone should pay the least amount of taxes allowed by law, and we want to help clients send less to the IRS.
Watch this quick video to learn ways to do just that. Let Unified help so you have time to focus on what matters most to you.
Richard Boehm is chief executive officer and founder of Unified Wealth Management, a family owned and operated independent financial planning and wealth management firm. With over 25 years of experience, Rich serves high-net-worth executives, professionals, and retirees nationwide, with offices in Westport, CT, and Scottsdale, AZ. Using the firm’s proprietary process, The True Bearing Roadmap, Rich provides a holistic approach to wealth management, analyzing his clients’ entire financial situation and designing strategies to help them pursue their goals and live rich, meaningful lives. He leaves no stone unturned as he unifies the key elements of his clients’ financial lives, from planning for taxes, retirement, and distributions to risk management and planning for your estate and investments.” Rich prioritizes building long-term relationships with his clients, treating them like family and making an impact on their lives.
Rich is a CERTIFIED FINANCIAL PLANNER™ professional and holds a bachelor’s degree in accounting and finance from the State University of New York College at Oswego. Rich gives back to his community by dedicating time and resources to a variety of charitable organizations and even founded a non-profit organization to support causes that matter to him. Outside of work, Rich loves spending time with family and friends, playing tennis, cycling, and entertaining guests. To learn more about Rich, connect with him on LinkedIn.