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December 2025 Direct Mail Campaign - Tax Landing page

Enhance your annual return up to 1.00%1

Learn how professional guidance and personalized tax strategies can work together to potentially enhance your annual returns and overall financial well-being.

Some things we'll discuss:

  • Optimizing your investment portfolio with tax-smart planning to help safeguard your legacy.
  • In-depth tax planning and analysis with a tax specialist at no additional cost.
  • Asset location, tax-loss harvesting, and tax-efficient investments that may help reduce your tax liability.1
PCG Tax Planning Hero
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Calls are complimentary, last under 30 minutes on average, and require no preparation

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Planning for your entire financial life

Experience wealth management beyond your portfolio. Get help with insurance, taxes, estate planning, and more.

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A deep knowledge pool at your service

Your wealth is in good hands with two dedicated advisors and a team of knowledgeable professionals. 

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Personal financial guide and coach

When emotions run high, rash decisions get made. That's why behavioral coaching and pragmatic advice can help increase returns by up to 2%2.

1 By avoiding tax-inefficient funds and adding the benefit from tax location and tax-loss harvesting, our research shows proper tax management can improve portfolio returns by up to 1.0% annually. Inefficient funds alone can carry an average tax cost ratio of 1.5%, which is based on YCharts data for all domestic equity mutual funds as of March 31, 2024. Calculations take the average tax-cost ratio since inception of each fund. If a fund did not provide a tax-cost ratio since inception, it was excluded from the calculation.


2 Vanguard, Putting a value on your value: Quantifying Vanguard Advisor s Alpha, July 2022.


Advisory services are provided for a fee by Empower Advisory Group, LLC (EAG). EAG is a registered investment adviser with the Securities and Exchange Commission (SEC) and an indirect subsidiary of Empower Annuity Insurance Company of America. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. Advisory fees are calculated based upon the amount of assets being managed (as detailed further in the Empower Advisory Group, LLC Form ADV EAG Form CRS


Empower Private Client advisory services are available when you invest $1,000,000 or more with us. Advisory fees do not include underlying fund expenses, brokerage fees, or other costs that may apply. Please review our full fee schedule for details.  
 

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