As tax professionals, our knowledge of the current tax law helps us to be better advisors for you and your family. Many of our clients need to know what the financial impact would be if they sold their home, sold their business or sold a long held investment. We also strive to help our clients keep more of their wealth by designing tax-efficient investment strategies. Therefore, we add tax planning into all of our review meetings throughout the year in order to effectively implement these tax-savings strategies.

Jaime Fukumae and Sally Jermain are Registered Financial Advisors with Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA | SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, HI, TX and IN