Read “Tax Matters” to plan more confidently.

A comprehensive tax plan, as part of your broader financial plan, can help minimize financial stress and your tax exposure. Read our guide Tax Matters—then start a conversation with a PFM personal financial advisor to help you make the most of your financial plan.

PFM Tax Matters 2021 LP

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United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Services are offered through United Capital Financial Advisers, LLC and/or GS& Co., member FINRA/SIPC.