Welcome to another episode of Your Wealth Health! Today, Founder and host Erik Brenner is joined by Bill Davis, Private Wealth Advisor here at Hilltop. Erik and Bill discuss the importance of tax planning and highlight exactly how a proactive tax strategy can help you retain a significant amount of your hard-earned savings. We also take a look at a few case studies on common scenarios and outline the benefits of working with an independent fiduciary. 

New episodes every Saturday at 9:30am EST on FOX Michiana or at YourWealthHealth.com!