“we offer strategies to help minimize income and estate taxes. “

We will evaluate the tax impact on every element of your financial situation, all with a view toward achieving your goals. Whether the issue is Income, state, local or international taxation, we have the experience and competence to help get the right answers.

At Josef Nejedly Consultancy we offer a full spectrum of comprehensive tax planning services that:

Incorporate tax-efficient investing into our wealth management strategies
Develop estate planning, gifting and trust strategies that can minimize or potentially eliminate the taxes for you and your heirs
Review your situation to determine if you are taking advantage of all current and newly adopted tax laws
Offer tax-efficient investments such as tax-deferred college savings, tax-deferred retirement accounts, tax-deferred annuities, trust accounts and charitable gifting

How we tailor your account

Customized
Portfolio

Active
Management

Portfolio
Management

Asset
Allocation

First, we will help determine your time horizon, spending, risk tolerance and vision for the life you want for yourself and your family. With that important roadmap in hand, we evaluate your assets, compensation and property ownership to design a portfolio that maximizes tax benefits.

Then we take care of all the details: opening and transferring your accounts, making investment transactions and handling the record keeping aspects of managing your assets.

Our Services

FINANCIAL PLANNING

If you are not certain where you are now, we can help you get a clear idea of your financial position as well as where you want to get to in the future.

INVESTMENT ADVISORY

Our professional Investment Advisors help you devise your personal investment strategy tailored to your individual needs and goals.

SAVINGS SOLUTIONS

Our savings strategies involve our unique proprietary and third-party saving vehicles. Your financial future is in good hands with our training and support.

CORPORATE SERVICES

We provide professional services to help restructure your company, make your business more efficient or increase productivity and profitability.

WEALTH MANAGEMENT

We take time to look beyond your portfolio with you and learn about your needs, wants and aspirations. This way we prepare you for your possibilities.

RETIREMENT PLANNING

Retirement changes your routine, your income and your taxes. Find out how you can get the maximum out of your pension to life the lifestyle you’ve earned.

OUR TEAM

We’re always strategic and we think outside the lines to bring our clients fresh ideas.

OUR FOCUS

Josef Nejedly Consultancy manages your finances so they don’t manage you. And that equates to complete peace of mind.

OUR APPROACH

We’re an independent, fee-only firm that provides investment advice – always in our clients’ best interests.

RESULT BASED

We focus on your specific needs and represent only the best returns on offer to maximise your wealth building.