Plan and File Your Taxes
Get your tax documents ready, we will take care of the rest!
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Build your Financial Freedom
Get your Emergency Fund, IRA, 401k, 529, etc inline, and make your money working for you.
Start/Manage Your Business!
Leverage the tools that are favorable to business owners.
Step 1: Maximize the incentives available to you
This stage is where you will need to spend some time gathering document, talking to your tax and/or financial planner, and make sure you leverage the incentives available to you.
- Have you utilize 401k programs provided by your employer, or profit sharing Keogh / SEP IRA plan for your small business or consultant work?
- Do you contribute to you IRA account?
- Do you have a 529 College Fund set up for your kids?
Step 2: Set your goals
This is the fun part :) Think about when/where/how much you want for retirement.
Goal setting provides a great motivation to save for retirement. Your financial planner will let you know if your goal is reasonably achievable.
Step 3: Put your finance in auto-pilot
Set up monthly contributions to your various goals.
Kick back, relax and enjoy the ride!
Step 4: Routine review and assessment
Annual or semi-annual review of your priorities and investment portfolio to ensure they are balanced.
Most often than not, you will see that your net worth has grown!!!
Contact us and put your financial wealth on a better path!