Solutions Money Management
As a small family business, we make it our priority to put our clients first.
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Tax Planning & Preparation
Year-round tax planning is key to finding the most deductions you may be able to claim on your tax return. At the same time, it keeps you on top of your taxes while also avoiding a panic at tax time.
For most people, preparing their yearly individual income tax return is no fun. There’s the worry that the forms were filled out incorrectly or you may wonder, “Am I missing a deduction, am I underpaying – or even worse, overpaying?”
It’s not uncommon to see new or changed regulations from one year to the next – and that can be even more daunting to the individual taxpayer. Perhaps it’s time to turn the taxing task of doing your own taxes over to a financial advisor who offers expert tax preparation services. This is especially true for individuals with significant assets and complex tax returns.
We are your tax planning and preparation resource – and your individual tax accountant specialists. Minimizing your tax liability is our main objective and that process starts with tax planning and consistent oversight. We will assess your current situation and implement tax planning methods including various saving strategies to ensure you’re taking full advantage of all the latest tax laws and deductions you are eligible for while keeping you in compliance with the IRS.
Divorce Financial Planning
When people think about getting a divorce, the first professional that comes to mind is an attorney. Typically a financial advisor – whether it is a CPA, CFP®, or a CDFA® – is not considered until later in the divorce process – or even until after the divorce is final.Financial problems can tear a marriage apart, and are often the primary factor that leads to divorce. Once a decision to separate or divorce has been reached, all sorts of questions bubble to the surface. These questions are often clouded by wounded emotions and accompanied by mutual accusations, which comes as no surprise. If a couple cannot solve their financial difficulties while the marriage was underway, it is unlikely that they will be able to agree on pressing financial issues when it has fallen apart.
Insurance Planning
Money management means planning for a long and productive life while also preparing for the worst. We can show you how to fill critical gaps in funding your long term financial goals while protecting your family from life’s risks.
Through a personalized insurance plan, we can help you:
Protect your income stream in the event of disability
Provide for your family in the event of a premature death
Guarantee income for life
Protect your business
Protect the value of your Estate
Prepare for a potential Long Term Care need
Investment Advisory Services
Investment Advisor Representative of and investment advisory services are offered through First Advisors National, LLC. First Advisors National, LLC is an investment advisor firm registered pursuant to the regulations of the U.S. Securities and Exchange Commission (SEC). The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Financial Planning
