- Tax PlanningWe address all areas of your financial picture, helping you with everything from investment advice, to cash flow management, to tax planning. Finally, we create a partnership with you for the long term – we’ll help implement your plan, and make adjustments as life presents new opportunities and challenges.
- Tax ServicesIf you would like to find out more about our Financial Foundations or Financial Freedom service, tax services or simply how we help our clients, we invite you to
- Tax Deductions
- Income Tax
- Tax Return PreparationFor our Financial Foundations and Financial Freedom clients, our Tax Services, including tax return preparation and tax planning, provides a more complete, ongoing management of your financial plan (additional fee).
- Investment ManagementWe are here for you whenever you need us. You can call or e-mail us anytime, and we can schedule a meeting whenever you have an issue that you would like to discuss in person. The first year we work with you we typically meet at least three or four times. During second and subsequent years, we will always try to schedule at least one meeting per year to revisit your financial plan. We will also call or e-mail you anytime we think there is action you need to take, in response to changes in the investment climate or due to changes in your particular investment holdings. If we provide investment management services for you, you will also receive periodic investment reports from us. You will receive monthly statements from your account custodian, plus quarterly, semi-annual or annual reports from us.
- Financial PlanningAt Partners in Financial Planning, we provide tax-focused, comprehensive, fee-only financial planning. We take our fiduciary role seriously and always put your interests first in everything we do.
- Retirement PlanningYou’re reaching a critical juncture in your retirement planning journey in the last few years before retirement. Now’s the time to buckle down and set yourself up for success in this next exciting life stage.
- AnnuitiesIn addition, if you understand your fixed income sources in retirement (pensions, annuities, Social Security, etc.) and a relatively low monthly mortgage, then you may not be concerned with trying to cover this particular debt obligation.
- Long Term CareReevaluate your insurance policies, including your health insurance, home insurance, car insurance, and long-term care policies. Having the appropriate amount of coverage is critical to protecting your wealth and avoiding additional debt in retirement.
- College Funding