Savings Coach LLC
755 W Big Beaver Rd suite 101, Troy, MI, USA
(2)
755 W Big Beaver Rd suite 101, Troy, MI, USA
(2)
At Savings Coach, financial planning is front and center. With clients we then advise on investments, insurance, debt, and prepare tax returns.
2 customer reviews
Mary Louise Clark
Tax Preparation
Mr. Funk was very polite, knowledgeable and thorough. He filed three years of taxes for me. They were quite complicated to do.
Ken
Tax Preparation
To early to tell but first impression was top notch.
What inspired you to start your own business?
I founded Savings Coach out of the need to service the average American. Most investment advisors only want to work with people who already have a great sum of money, or charge one time commission sales. I wanted to work with younger people who don't have much in savings yet, but desire to grow their wealth.
Can you provide your services online or remotely? If so, please add details.
Working remotely can be very efficient. Scan your tax documents with your smartphone to text or email them to us. Or we can setup a secure online vault to pass documents. Once tax returns are completed, we use Docusign for signatures and it doubles as a secure way to send you a copy of your tax return to save onto your computer. Communications are phone, email, and zoom if we want to see faces or share our computer screens.
Tax Returns
Savings Coach is Financial Planning: which includes Investment Management, Tax Prep, Debt Management, Budgeting and Cashflow Analysis. For some clients it is the full package, other clients just use us for one of the services.
