Pay Less in Taxes and Build Tax-Free Income
Paying the lowest amount of taxes allowed by law is essential to preserving your wealth. Our Tax Management service ensures that you pay as little tax as possible and build tax-free income where possible, maximizing your financial growth.
Our Approach to Tax management
We employ a strategic, customized approach to tax management. By carefully planning your withdrawals, understanding tax implications, and crafting investment strategies with tax advantages, we help you reduce your tax liabilities while preserving wealth for your future.
Comprehensive Tax Management Services
Our services cover many aspects of tax management, and we ensure each strategy is crafted to support your long-term goals. These services include:
Build a Tax-Efficient Withdrawal Strategy
We create a tax-efficient strategy for withdrawing funds from your accounts, ensuring that you minimize taxes and maximize your income, particularly during retirement.
Customize Tax-Advantage Investment Strategies
We work to reduce tax liabilities, maximize benefits, and ensure that your wealth is being managed in the most tax-efficient way possible.
Understand Tax Implications of Different Accounts
We help you understand the tax consequences of various accounts—whether they’re taxable, tax-deferred, or tax-free—and show you how to make the most of each account type to optimize your financial position.
Complimentary Report: Tax Management Diagnostic
We provide a Tax Management Diagnostic, a free report that analyzes your current tax strategy and offers actionable insights to reduce liabilities and maximize savings.
Let's Start yOur Journey Together
At Olympus Capital, we’re eager to serve your community, no matter where you are in North Dallas, McKinney, Plano, or the surrounding areas. We pride ourselves on offering personalized wealth management and financial consulting that builds trust, ensures growth, and creates a lasting legacy.
Contact us today to schedule a consultation and take the first step toward securing your financial future with the trusted advisors at Olympus Capital.
OUR MENU
Richardson Office
3400 North Central Expressway
Suite 110
Richardson, TX 75080
Plano Office
5830 Granite Parkway
Suite 100
Plano, Texas 75024
McKinney Office
300 E Davis Street
McKinney, Texas 75069
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Olympus Capital, LLC (CRD No. 310659) is a registered investment adviser located in Richardson, TX. Olympus Capital, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Olympus Capital, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Olympus Capital, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Olympus Capital, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Olympus Capital, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Olympus Capital, LLC, please contact the state securities regulators for those states in which Olympus Capital, LLC maintains a registration filing. A copy of Olympus Capital, LLC’s current written disclosure statement discussing Olympus Capital, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website or from Olympus Capital, LLC upon request. Olympus Capital, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Olympus Capital, LLC’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation.