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Tax strategies to help keep more of what’s yours
Taxes can put a damper on many areas of your financial life. Facet uses three tools to minimize their impact on your money while helping to maximize what you keep.
Tax-smart investing
Invest in thoughtfully chosen ETFs to help minimize taxes on your earnings. This helps to keep more money working for you in the long run.
Offsetting gains
By strategically selling some investments at a loss, you can offset past gains. This can help you keep more of your hard-earned money.
Tax-advantages as you invest
Utilize proven methods like IRAs, 401(k)s, Roth accounts, and municipal bond funds that offer tax benefits.
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How Facet stands out
- Flat-fee planning memberships that don’t change based on how much you invest and earn.
- Our advice is always in your best interest and always commission free.
- No minimums—get started no matter where your finances are.
Traditional advisors
- Charge you by the hour or collect fees based on how much you invest.
- Work on commissions, which might not line up with your priorities.
- Require $100k or more in assets before they’ll even talk with you.
Complete, flexible planning that’s personalized for you.
How Facet stands out
- A financial roadmap, laid out just for you, that adapts as your life changes.
- Complete planning for retirement, a home, investments, and more.
- Guided steps, regular check-ins, and messaging keep you on track.
Traditional advisors
- Rigid, one-size-fits-all plans that don’t see your big picture.
- Typically a narrow focus on investing for retirement only.
- Tough to get on their calendar, and meetings only during business hours.