Taub Investment Planning Services
Home
Roth Conversion
Tax-Free Income
Private Market Strategies
Electronic Fact Finder
Capital Gain Tax Planning
Secure Document Upload
Taub Investment Planning Services
Home
Roth Conversion
Tax-Free Income
Private Market Strategies
Electronic Fact Finder
Capital Gain Tax Planning
Secure Document Upload
More
  • Home
  • Roth Conversion
  • Tax-Free Income
  • Private Market Strategies
  • Electronic Fact Finder
  • Capital Gain Tax Planning
  • Secure Document Upload
  • Home
  • Roth Conversion
  • Tax-Free Income
  • Private Market Strategies
  • Electronic Fact Finder
  • Capital Gain Tax Planning
  • Secure Document Upload

Electronic Fact Finder

Understanding your circumstances and objectives.

As a fiduciary, Registered Investment Advisor (RIA), one of the key components in potentially working together is understanding your current circumstances, and objectives.


In order to maximize your ending position, we need to know your starting position.


The data forms below will be sent securely to our firm for review, and allow us to make appropriate recommendations in a follow-up meeting.

Please fill out your information below.

NOTE: for data fields allowing multiple lines of text, the question will disappear as you type your answer. Rest assured we will receive both the question and answer.

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Taub Investment Planning Services

Next Steps

Thank you for providing your information. 


We will review and provide recommendations in our next meeting.


You may proactively schedule your next meeting via the link below:

Schedule Follow-Up

Matthew Taub, JD

Matthew Taub, JD

Matthew Taub, JD

Matthew Taub, JD

Matthew Taub, JD

Investment Advisor Representative
Taub Investment Planning Services LLC

Registered Investment Advisor

Direct: 347.621.8742

taubinvestments@outlook.com 

Schedule Your Follow-Up Consultation

Recent Review

Recent review of our services.

Copyright © 2022 Taub Investment Planning Services LLC. All Rights Reserved.  Taub Investment Planning Services LLC is a Registered Investment Advisor (RIA).  All information provided by Taub Investment Planning Services LLC is for information purposes only and is not, and does not constitute or intend to constitute, investment advice or any investment service. Such information also is not and should not be deemed to be an offer to purchase or sell or a solicitation of an offer to purchase or sell, or a recommendation to purchase or sell any securities or other financial instruments. The content in this promotional literature is based on sources that are considered reliable. No guarantee is provided on its accuracy, correctness or completeness either express or implied. The information provided is purely of an indicative nature and is subject to change without notice at any time. The information provided does not confer any rights. The value of any investment may fluctuate. Results achieved in the past are no guarantee of future results. You must make your own independent decisions regarding any securities or other financial instruments mentioned herein. You are advised to seek professional advice as to the suitability or appropriateness of any products and their tax, accounting, legal or regulatory implications. 

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