Finmas was founded to be different from local financial institutions and agencies. Your goals drive the plan, not sales quotas. Our advice is independent, conflict-free, and built around your financial story. For way too long, financial education has been neglected by our educational and financial institutions.
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Tax Planning
Tax Preparation
Financial Planning
Retirement Planning
Estate Planning
Accounting and Bookeeping
CFO Packages
Business consulting, financial analysis, and cash management
Insurance Planning
Payroll and 401k Services