Our tax and financial planning services are customizable to fit your particular needs. Typically, this includes the creation of an initial financial plan and yearly plan check-ups. Tax return preparation and filing may be included. Our goal is to proactively provide value-added advice that will save you on taxes, increase your sense of financial security, and offer ongoing counsel regarding many subjects, including Social Security, Medicare, retirement, insurance, and estate planning.
- Initial Creation of Financial Plan
- Gathering information about your situation and goals
- Projecting your future cash flows (typically in retirement)
- Evaluating your need for insurance and estate planning
- Recommending action items
- Yearly Check-Ups
- Confirming and updating the plan as necessary
- Updating action items, possibly including:
- Roth conversions
- Charitable giving
- Income acceleration or deferral
- Tax Return Preparation and Filing
For more information, contact Ann Means, EA at 267-714-6314 or Ann@SapientInv.com