Capital Advisory Group July 2019


119 Old State Rd., Ellisville, MO 63021

JULY 2019

Getting Into the Wealth Zone FINDING INDEPENDENCE

It’s hard to believe we’re full tilt into summer, isn’t it? Time flies, as they say. We’re looking forward to the Fourth of July and the big firework displays that St. Louis puts on this month. Of course, you can’t miss Fair St. Louis, a full-on celebration of independence at the historic Gateway Arch National Park. It’s a fun and lively time. When we think about independence, we can’t help but think about it in the context of what we do. It comes into play in our daily lives because our work is centered on helping our clients find independence from tax stress and feel secure with their financial life. Knowing what to expect before tax season even hits is its own type of freedom. One of the ways we accomplish this is through the Wealth Zone. It’s a sweet spot where each part of your life (like your tax returns and investments) is working together to give you the best outcomes. You remove a lot of the guesswork by having an overarching strategy that pulls everything together. This plan is tailored to you and your unique situation. It can adapt and change as needed, but once you have it in place, you have a strong foundation for success.

When you think about how everything you do in your financial life ends up on your tax returns at some point, it’s clear that strategizing your taxes is crucial to the rest of your plan. Without this, you’re not seeing the full picture, and you can’t strategize for the coming year, much less the quarter. We’ll help you get there. With informed tax planning, preparation sessions, and customized advising, our plans work without you having to manage the day-to-day details — kind of like the firework displays we’re all looking forward to this July. Look for more

details from us soon about the Wealth Zone and why we’re so enthusiastic about helping our clients get there. To everyone who came out to Shred Day in April, thank you for joining us! You helped save 2.6 tons of paper and 35 trees, which is even more than last year! That’s awesome! Thanks for taking part and making a difference. I bet your piles look a little lighter too! Have a wonderful July and a happy Independence Day! -Jeff and John Zufall

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