- Specific process of finding and implanting solutions for clients’ most painful (anxious) financial problems in a way that we BOTH feel
good about so you can reach your goals faster.
- Financial Success Planning: You will have a strategic plan for your personal finances & active support
you need to make your goals a reality.
- Balance Sheet Preparation and Analysis: You gain power from knowing the exact picture of your current
financial health; you will know where you are & track your progress.
- Personal Financial Review: You will know that all the critical areas of your financial life are covered,
plus guidance & help if anything is missing
- Withholding Analysis: We will review your tax withholding to make sure you're aligned with your
other goals and protecting against any bad surprises.
- Proactive Tax Planning: You receive an ongoing review of your tax situation so you'll know you're paying
the least possible amount of taxes & can invest your income in other ways.
- Preparation and Filing of Your Tax Returns: Your state & federal return will be handled by an Enrolled
Agent, who is a tax professional licensed by the IRS.
- IRS Correspondence Assistance: Never fear correspondence from the IRS, State, or local agencies. We'll
tell you what it means & exactly what needs to be done to address it. Enrolled Agents are licensed to practice before the IRS.
- Investment Advice: We can help you set up your investing plans, obtain a brokerage account, and advise you
in your ongoing investment management. We will assist in finding reputable firms for those areas outside our level of expertise.
- Unlimited Access to Our Team: You will have unlimited access to your personal financial advocate. We fight
in your corner with knowledge & data you won't find anywhere else.