Your money, your values, your sanity!
It’s about you, and how 1TaxFinancial can help.
Make sure your financial life reflects your values; reduce your stress, save time & pay the lowest legal tax. Get advice tailored to you and have financial professionals available year-round.
Our loyalty is to you.
As planners and investment advisors, we subscribe to a Fiduciary Oath. 1TaxFinancial is an Ohio Registered Investment Advisor. All services provided on a FEE ONLY basis. No investment products offered for sale.
Clare Fazackerley, CPA (Ohio) started the firm in 2007 in order to provide highly personalized service, offering clients the benefits of her broad financial expertise. She brings her 40+ years of varied tax & financial experience to assist you with advice tailored to your specific needs. Clare became an Accredited Financial Counselor® in 2013 and attained the CFP® designation in 2016 and registered the firm as an Ohio Registered Investment Advisor then.
Jim Iverson, CFA® joined the firm in 2016 after a 30+ year career with the U.S. Treasury’s Office of the Comptroller of the Currency as a National Bank Examiner, a capital markets specialist and a Lead Expert in Commercial Credit. He’s held the Chartered Financial Analyst® designation since 1998. Jim brings an in-depth knowledge of investment markets and his phenomenal quantitative and analytical skills to our clients.
National Society of Accountants
Association for Financial Counseling, Planning & Education®
The National Association of Personal Financial Advisors
Garrett Planning Network Member