A Northwest Arkansas Financial Advisor Who Starts With Your Tax Return
OLD FORT WEALTH MANAGEMENT
Melanie Radcliff spent 25 years as a CPA before she built this firm, so the people managing your portfolio are the same people reading your tax return. That is what tax-focused wealth management looks like in practice.
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We Review Recommendations Against Your Tax Return
Two halves of one plan, in front of one advisor
A financial advisor can help evaluate how financial decisions may affect both your investment strategy and tax situation. Because your investment advice and your tax analysis come from the same CPA/PFS advisor, your return, your statements and your retirement accounts stay open on the same table. A coordinated tax and investment strategy is designed to help identify potential tax implications of financial decisions before they are implemented.
Investment decisions carry tax consequences whether or not anyone plans for them, and looking for those consequences ahead of time is where we begin.
Navigating the tax terrain from wherever you are standing now
Six Ways Tax Planning May Influence Financial Decisions
Clients come to us with a retirement date circled, a business under contract, a divorce decree, a spouse recently gone, or a portfolio that quietly got complicated. Wherever you are starting, the work runs through the same lens.
The heart of the practice, built for women managing their finances independently and led by a woman who is committed to clear, thoughtful communication.
Financial Planning for Women
Ongoing wealth management that keeps portfolio decisions and tax planning in one conversation instead of two.
Wealth Management
Retirement planning that starts with the readiness question: what your money may support now, and what a plan toward your goals could look like.
Retirement Planning
Small business financial planning that treats your personal return and your company's books as one strategic problem, retirement plan design included.
Small Business Financial Planning
Life insurance is reviewed as a working piece of the plan, sized to the needs you and your family identify together with us.
Life Insurance
Estate planning support on the financial side, coordinated with your attorney so your documents and your account titling can be reviewed together.
Estate Planning
We take the time to explain the reasoning, and we genuinely enjoy the moment it clicks.
Nobody Leaves a Meeting Here Wondering What Just Happened
25 Years as a CPA, Then a Wealth Management Firm
Experience Shapes the Process
Melanie built a full CPA practice before she built this firm, and that history shapes how we approach every recommendation.
One advisor, both sides of the equation
The tax analysis and the investment advice come from the same CPA/PFS advisor.
TAXNAV, our retirement income process
TAXNAV illustrates how a withdrawal strategy may utilize different accounts over time and helps clients visualize how various distributions could affect their overall financial and tax picture.
The heart of a teacher
We take the time to review tax and financial information, because we would rather you understand the reasoning than take it on faith.
