About
My service stands out for 3 reasons: 1. My clients have access to me 24 hours a day, 7days a week, 52 weeks a year. 2nd. New Tax clients- $50 to have their tax return completed. This service includes completing a 1040, schedual A, B & D. Also includes free pick up and delivery within 25 miles of my office or your tax can be completed in your home. ( tax service for people age 55 or more only) 3rd, Free Financial Planning in your home or my office. The financial planning process takes 3 to 4 meeting over 6 to10 weeks. to complete.
I get excited when I do work for a family and show them how to do something that they never though that they would be able to do financially. Over the last 40 years, I have been able to show families how they could afford to purchase a home, take a vacation, send a child to college, go to college themselves, get out of debt, protect their family and retire. I get really excited when I see someone I have help years later and they are still dong well because of my service.
Highlights
Photos and videos
Reviews
Karen G.
Frequently asked questions
What is your typical process for working with a new customer?
I use a 3 step process with my new clients. The first step is the most important. We meet to determin if we like each other and can work together. I gather information about the clients needs, goals and financial situation. After the first meeting I schedule 2 more meetings . The 2nd meeting is to presentation and discuss the recommendations. The 3rd meeting is to implementation all or part the Plan.
What education and/or training do you have that relates to your work?
I have 40 years of experiences as a Financial Planner. I have a Master in Taxation. I have both a Certified Financial Planner and a Charter Financial Consultant.