Tax planning: Taxes aren’t about how much you make.
Taxes are more about how much you keep. Without a plan, taxes can take a big bite out of your money.
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 maximizing what you keep.
We invest in ETFs that incur less taxable events.
We reduce taxes by selling losing investments to offset past gains.
Back-to-basics planning strategies
Our systematic approach involves tax-efficient vehicles like 401(k)s, IRAs, and municipal bond funds. In addition, we use stock gifting and manage low-basis holdings to maximize your dollars.
How a Facet membership works.
With Facet, you get your own CFP® professional and a team of financial experts across investments, taxes, benefits, and more. Our ongoing, dynamic strategies will evolve with you, so you never have to make a financial decision alone again.
Our flat-fee model means no commissions — ever.
1×1 support from a CFP® professional, backed by a team of experts.
Secure, industry-leading technology to manage and organize your entire financial life in one place.
Exclusive partner offers that complement your financial outcomes.
“The combination of the tech platform that Facet provides and our planner has been great. It’s been great to be able to have a visual representation of all of our assets and our investments, and then having an individual there to ask questions if we don’t understand something. That was a luxury to say the least.”
Gizem Y & Antonio C
Rego Park, NY
“Facet has completely changed my outlook on how I handle my finances and my confidence in my financial stability and strength in the future. My planner and the team are incredible, and just as excited as I am about building a strong financial future for me.”
“The fee structure is probably the other biggest thing that sent me to Facet and it’s made me very happy with Facet. It puts us at an equal footing with anybody else. It’s not about how much money I have managed by Facet. It’s about us as a client…and as we grow our finances, the attention we get is not gonna change. We’re still a client paying for our Facet services with a fee structure that supports us as just a couple, not as a set of assets.”
Sarah & Michael D
Testimonials were provided by current clients of Facet Wealth, Inc. ("Facet"). Clients have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.