Tactical Tax & Estate Planning helps individuals with quality services including tax mitigation planning and strategies, legacy and retirement planning, expert tax advising, and risk mitigation strategies. Our mission is to help defend your income against unnecessary taxes and risk, and extend your retirement options, access to capital, and legacy. We will help you grow your wealth in a tax-efficient manner, with a focus on tax free wealth. We practice a multidisciplinary team approach with expert specialists that will drastically alter the trajectory of your wealth goals. Located in Arizona, we work nationally to support and guide clients on investments through tax-free yields and creative financing options.
Andrew Auchincloss Victor has been in the professional financial services industry for 25 years, providing counsel in the areas of Tax-Efficient Income Planning, Tax-Efficient Asset Planning, Wealth Transfer, Estate Planning, and Business Tax and Succession Planning.
For more than 20 years, Andrew has worked with financial advisors to present their clients, clients’ attorneys, and accountants with complex and comprehensive solutions through succinct yet actionable guidance.
Tactical Tax & Estate Planning