Tax Strategies

Keep More of What You Earn

Taxes are a significant part of any financial plan, but with the right strategies, you can reduce your liability and keep more of your income. Brewer Investment Group specializes in designing tax-efficient solutions that help you navigate complex regulations and optimize your financial plan. From day-to-day decisions to long-term strategies, we ensure your money works smarter.

Tax-Efficient Investments

Structure your portfolio to minimize tax implications.

Income Tax Planning

Identify opportunities for deductions and credits.

Future Tax Strategies

Prepare for major life events with a forward-looking tax approach.

Ongoing Compliance

Stay up-to-date with evolving tax laws and regulations.

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Why It Matters:

Effective tax planning doesn’t just save you money—it frees up resources to invest in your goals. Our proactive approach helps ensure your financial plan remains efficient and compliant.

Locations

2800 National Drive #102
Onalaska, WI 54650
(608) 781-9244

501 East Broadway / 6th Street
Winona, MN 55987
(507) 858-6720

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For a copy of JWCA’s Form CRS please visit: https://www.jw-cole.com/disclosures

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC Advisory services offered through J.W. Cole Advisors, Inc. (JWCA) Non-Securities products and services are not offered through JWC/JWCA. Brewer Investment Group and JWC/JWCA are unaffiliated entities.

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Brewer Investment Group are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

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