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Phone: 763-477-4205
Fax: 763-477-5893
Email: josh@besttaxplan.com

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Josh began his career in the financial services industry in 2003. He advises clients on various topics related to wealth management and financial planning. Understanding that tax is one of the biggest expenses for many individuals,...

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Allen has been working in the accounting field since 1969. He started his accounting career with Lehrman, Lehrman and Flom, CPAs where he worked closely with Morris Lehrman and Morton Schwartz for 5 years. Then, for 3 years, he worked...

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