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Are You Retiring?
Changing jobs? Considering an IRA or ROTH IRA Rollover? Do you have other questions? Let us help you.
Save for College & Get Tax Savings
A 529 college savings plan is similar to a Roth IRA, allowing tax-free gains for qualified expenses. Some states offer extra deductions. Questions? We’re here to assist!
Do You Need an Attorney?
Our expert network of attorneys can help you navigate the legal system and understand your rights and options. Protect your interest and let us help you,
Going through a Divorce?
We can help you make informed decisions, assess yourfinancial situation, negociate a potential settlement and/or if necessary be prepared to litigate. This is a difficult and stressful time. Let us help you.
Protect Your Legacy Now
Is it time to create or update your will? Would you like to minimize estate taxes? Do you need a trust? Do you need a second opinion? Let our experts help you.
Are Your Dreams & Goals Achievable?
Can you retire at 62? Do you still need to work? Will you have enough savings? How can you pay for college? Are you paying too much in taxes? Do you have other questions? Let us help you.
Do You Need Help with Your Taxes?
Are you looking to pay less income taxes? Undergoing an IRS or state tax audit? Do you need expert tax advice from a CPA? Or do you have other federal or state tax questions? Let us help you. IRSAdviser.com is a trusted resource with no government affiliation. The IRS web site is located at IRS.GOV and individuals can call at 1-800-829-1040.
Turning 65? Need help choosing a Medicare Plan?
Are you overwhelmed? We can provide 100% independent and 100% objective to steer you in the right direction. Medicare-Adviser.com is a trusted resource with no government affiliation. We don’t sell policies and don’t charge commissions. The government’s web site is located at Medicare.gov and may be contacted at 1-800-MEDICARE.
Do You Need Expert Guidance with Social Security?
Is it time to retire? Should you collect early or postpone? Do you have other questions? Let a FEE-ONLY financial adviser help you maximize your benefits. SocialSecurity-Adviser.com is a trusted resource with no government affiliation. The government’s web site is located at www.sss.gov and may be called at 1-800-772-1213.
Are You Retiring?
Changing jobs? Considering an IRA or ROTH IRA Rollover? Do you have other questions? Let us help you.
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Connecting individuals, families and businesses to FEE-ONLY financial advisers, CPAs and attorneys.
Have A Question? Ask The Adviser For Free!
For more than 20 years, our FEE-ONLY advisers have been helping thousands of individuals, families and businesses manage their assets, plan for the future, reduce taxes, and navigate financial planning challenges of divorce and legacy planning. We can help you no matter what stage of life you are in, and we always offer FREE consultations.