A MORE PERFECT UNION

Some things cannot exist without the other. Time and space. Evolution and natural selection. A peanut butter and jelly sandwich and peanut butter. Cleveland Browns fans and disappointment. And of course, investing and taxes.

Throughout our careers, our clients had us and they had a CPA or someone similar to handle their tax planning and filing. Why not? That’s how most firms worked and still do. Sure, we discussed taxes often with them. But there has always been a wall between the two entities. It made no sense, as tax planning is part of the foundation of wealth management.

Perhaps while writing the Preamble to our Constitution in 1787, Gouverneur Morris was inspired while checking out his 1099-R from Charles Schwab. Ok – neither existed then. But “a more perfect union” is what we believe we created when Great Oak Capital Partners and Great Oak Tax Planning (formerly known as MDM Financial Solutions, Inc.) joined forces.

Now, clients can have a seamless melding of their taxes and investment management. The easy-access portal on our home page makes data submission a cinch. All investment clients are welcome to engage in GOTP’s services, which are fully separate from Great Oak’s investment management services.