A Path Forward

2017 Tax Reform What do the Possible Changes to Personal Income Tax Mean for Your Financial Plan?

What Do the Possible Changes to Personal Income Tax Mean for Your Financial Plan? Over the past weeks, we have glimpsed some of the proposed changes to the current individual income tax structure. Our team is committed to proactively helping you understand what this means for your financial plan, and we are pleased to share […]

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The Pre Transaction Planning Strategies to Consider as we Approach the End of the Year

Keeping more of what you have built is the driving theme behind our team’s Pre Transaction Wealth Optimization Process. Many entrepreneurs and executives focus so diligently on growing the company towards a transaction that they simply lack the time and resources to thoughtfully consider the myriad of issues and planning strategies they should consider […]

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The Sarian Group is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.