Financial planning is simply the process of managing your financial resources to meet your life goals.  

 

1TaxFinancial is ready to assist you in focusing on your values and your objectives in order to assist you in doing that.

What is referred to in the industry as a comprehensive financial plan can result in a document of dozens or even hundreds of pages, costing thousands of dollars, in which you have no investment other than money.  At 1TaxFinancial, we believe that it’s generally more effective to focus on specific areas with which you decide you want our help now!

  • Get My Financial House in Order
  • Control My Debt
  • Invest My 401(k) and/or Taxable Investment Accounts
  • Retirement Readiness
  • Social Security Claiming Recommendation

All work is billed hourly, starting at the stated price.
Estimate will be provided at the initial meeting.

Let's Talk

 

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