Is the IRS Quietly Taking 1–3% of Your Portfolio Every Year?

Most investors focus solely on returns—unaware that taxes are quietly eroding their wealth. Our Tax-Smart Investing strategies help you keep more of what you earn, year after year.

Download Your Free Tax-Smart Investing Guide

Discover how to reduce tax drag, boost your portfolio’s performance, and keep more of what you earn — year after year.

Taxes Are Quietly Eroding Your Wealth

If you're like most investors, you focus on performance while your portfolio quietly erodes due to the impact of taxes you pay to the IRS. According to tax experts, investors lose 1–3% of their returns annually due to unnecessary taxes. This is known as tax drag — it’s real and it compounds over time, potentially costing you tens or even hundreds of thousands of dollars.

It's not market risk.

It's not bad investing.

It's a lack of tax strategy.

Grow Your Wealth and Reduce Tax Drag

Our Tax-SMART portfolios are designed to do two things:

Grow your money

Minimize the amount the IRS takes from it

By combining tax-efficient investment strategies with personalized planning, we help you reduce the silent and unnecessary drag that taxes have on your performance — and keep more of what you've worked hard to build.

Why Hasn’t Your CPA Brought This Up?

Most CPAs focus on tax preparation, not tax-efficient investing. They file your returns but often don’t help you reduce the taxes created by your investments. That’s where we come in.

As a Tax Strategist and Investment Advisor, I focus on strategies designed to help you keep more of your money — not just at tax time, but every year.

Get the Guide: Tax-Smart Investing

Inside this free guide, you'll learn:

What tax drag is and how it affects your portfolio

How to evaluate if you're overpaying in investment-related taxes

Proven strategies to reduce tax exposure while growing your wealth

ABOUT MIKE SLOAN, CRPC

Mike is an Investment Advisor and Tax Strategist with nearly 40 years of experience helping business owners and professionals protect, grow, and utilize their wealth tax-efficiently. He works with a team of specialists including a former tax attorney, CPAs, investment advisors, and business strategists. Working closely together, they empower you to achieve your most important financial goals.

Let’s Talk About Keeping More of What You Earn

You work hard for your money. Don’t let unnecessary taxes eat into your future.

Call me directly at 678.895.6356 or message me to schedule a free 15-minute Tax Strategy Call.

Disclaimer:

Investment Advisory services offered through Financial Management Services of America, an SEC Registered Investment Advisor.