cpwg@lplfinancial.com

Home
Our Services
About
Advisor Advice
Resource Center
Contact

Tax Smart Investment Framework

Tax Smart Investment Framework

July 07, 2025

Learn about the Tax Smart Framework from our team, including our strategy for asset allocation, asset placement and vehicle selection.

Download This Document

Contact

Office: 708.247.1700

Fax: 630.230.8013

1211 West 22nd Street, Suite 209

Oakbrook, IL 60523

cpwg@lplfinancial.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Richard Shanley is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, DC, FL, GA, IL, IN, IA, LA, ME, MD, MA, MI, MN, NJ, NC, OH, PA, SC, TX, UT, VA, WA, WI, WY.