Savings Coach
About
Certified Financial Planner (CFP), Registered Tax Return Preparer, Savings Coach is a Registered Investment Advisor in Michigan. This is my 11th year preparing taxes and 21 years in personal finance.
Additional specialty of College Financial planning
Specialties
Comfort with finances
Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
$60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Investment review, Tax planning, College planning, Home purchase
Reviews
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KH
KEN H.
tax done while waiting, done in under half hour
April 02, 2020
•Hired on Thervo
RT
Rick T.
Very professional
April 22, 2019
•Hired on Thervo
Services offered
Financial Services And Planning
Accounting
Individual Tax Preparation
Business Tax Preparation
Career Coaching