Personal Tax Returns
We ask questions and take the time to analyze your last year’s returns in order to make sure that the information that’s being submitted on your behalf is correct. It’s easy to forget a couple of slips here and there and miss out on deductions.
Money comes in and it goes out again, but you may not have any idea where it’s all going. We take the piles of paper and systemize your spending so that you’re in control and you can plan effectively.
So often we spend on little things and those add up - fast! If you want to know exactly what you’re spending on so that you can make good decisions about what to keep and what to cut, we help our clients do just that.
Some people have too much insurance and others have too little. We’ll make sure that you have the right amount of insurance and that you’re paying the best price possible.
It’s the art of keeping more of your hard-earned money. We teach people how to take full advantage of every tax credit and how to get the government to pay for your retirement.
Whatever your goal is, making them a reality isn’t guaranteed, but putting a plan in place drives your focus. It’s much more likely to meet those goals if you plan your future.
Debt Elimination Planning
Just imagine being debt-free! The type of debt matters when you’re working towards a specific goal, like buying a house. Planning debt repayment, while still being able to live the way you need will get you to your goal faster.