We’ve all heard the expression that there are only two things certain in life: death and taxes. While these might be unavoidable, there are actually many ways to exercise control over your tax bill that you may not be aware of. Caiati Financial Services is the team you can trust when you need assistance with tax planning in Westport, CT, and the surrounding towns and neighborhoods. Our team works with you to develop a plan to minimize your tax liability now and throughout your retirement, helping your estate to avoid unnecessarily large tax burdens.

At Caiati Financial, we’ll help you eliminate risk in your portfolio. With the knowledge we’ve acquired after more than a quarter century of experience, Caiati Financial can help you develop strategies to ensure that you and your estate pay the lowest tax possible. Our financial management team will work to protect your estate from legislative tax risk through your retirement and after you’re gone.