Everhart Advisors
Everhart Advisors is a registered investment advisory firm that offers retirement plan consulting, employee education and wealth management services to businesses, retirees, individuals and families. Our firm has almost three decades of experience in advising clients on their financial needs, and we have offices in Dublin, Ohio, Dayton, Ohio and Fort Myers, Florida. Our mission is to help our clients achieve their financial goals by providing them with the best advice and resources.
We provide comprehensive services that include tax planning and preparation, retirement planning, and more. Our team of experienced professionals is dedicated to providing personalized guidance to each client. We are one of the largest independently-owned investment advisory firms in Ohio and strive to help our clients reach their financial objectives.
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Retirement Planning Consultants
Retirement is a goal for many and something we should all strive to be prepared for. Are you comfortable that you are ready for retirement and will remain comfortably retired? If you have any doubts, Retirement Planning Consultants can help. We specialize in creating tailored portfolios using ETFs, mutual funds, annuities and life insurance, taking into consideration taxes and RMDs. Eric J. Ayersman, CFP, CPA, MBA is available to analyze your tax situation and ensure you are making the best investments for your needs. Retirement Planning Consultants are committed to helping you achieve the retirement you deserve. Our team of experts have expertise in both financial planning and tax analysis. They are highly knowledgeable in the use of ETFs, mutual funds and annuities, as well as life insurance, to create personalized portfolios for each investor. They also make sure to take into account the RMDs and taxes associated with each investment strategy. Eric J. Ayersman, CFP, CPA, MBA is available to offer his expertise and ensure your investments are the most beneficial for you.
Everhart Advisors
Everhart Advisors is a registered investment advisory firm that offers retirement plan consulting, employee education and wealth management services to businesses, retirees, individuals and families. Our firm has almost three decades of experience in advising clients on their financial needs, and we have offices in Dublin, Ohio, Dayton, Ohio and Fort Myers, Florida. Our mission is to help our clients achieve their financial goals by providing them with the best advice and resources. We provide comprehensive services that include tax planning and preparation, retirement planning, and more. Our team of experienced professionals is dedicated to providing personalized guidance to each client. We are one of the largest independently-owned investment advisory firms in Ohio and strive to help our clients reach their financial objectives.
Juanita McKenna Retirement & Financial Planning Services
Juanita McKenna Retirement & Financial Planning Services has been offering financial planning and education in El Paso, Texas since 2000. Their mission is to help families achieve their financial goals by providing comprehensive and personalized service that is tailored to each person's specific needs. They specialize in creating plans with a focus on long-term growth, debt reduction, and savings strategies to maximize cash flow. Their team of experienced advisors are dedicated to building relationships with their clients and helping them reach their financial objectives.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.
Leaders Credit Union
Leaders Credit Union is a financial institution that offers a wide range of banking and financial services. Our mission is to help our community members make sound, informed financial decisions to reach their goals. We offer checking and savings accounts, consumer and personal loans and lines of credit, auto loans and refinancing, home loans and refinancing, VISA Platinum credit cards, online and mobile banking, online bill payment, student checking and savings accounts, student loans, investment accounts, retirement planning, insurance services, identity theft protection and recovery, and consumer financial counseling. The credit union also provides commercial banking services including commercial checking and savings, mortgage loans, lines of credit, VISA Platinum credit cards, and more. Our team of experienced professionals strives to provide the best customer experience while helping you make smart financial decisions. We are committed to providing quality products and services to our members and creating a positive impact in our community.
Spies Tax Connections
Tax preparation, tax planning, and tax resolution are all professional services that help individuals and businesses manage their taxes. Tax preparation is the process of preparing taxes by gathering paperwork, calculating taxes due or refundable, and filing returns with relevant tax authorities. Tax planning is an ongoing process of analyzing financial data to identify tax savings and ensure compliance with reporting and payment obligations. Tax resolution is a service that helps taxpayers settle tax debt with the government by developing a payment plan, establishing an Offer in Compromise, or other means. Tax preparation services involve gathering the required documents needed to complete a taxpayer’s tax return and ensuring accuracy when calculating appropriate deductions, credits, and the overall amount due or refundable. Common documents include W-2s, 1099s, pay stubs, bank statements, and investment statements. Professional tax preparers can also provide advice on how to maximize tax savings. Tax planning involves more strategic planning and an ongoing consultation between the taxpayer and their professional advisor. It includes evaluating various options for filing, such as married filing jointly or separately, claiming dependents, and utilizing credits or deductions. Tax planners also consult on topics like estate planning and retirement planning, which can have major implications on taxes. Tax resolution assists taxpayers with resolving different types of tax debt with the government, such as overdue balances, underpayment penalties, and unfiled returns. A qualified tax professional can help taxpayers negotiate with the Internal Revenue Service (IRS) to reduce the total amount of debt owed or to establish a payment plan. This can free taxpayers from the financial burden associated with owing back taxes and help them move forward in their personal and business finances.
Andrews Financial Planning
At Andrews Financial Planning, we are passionate about personal finance. Our integrated service model provides financial, legal, and consulting services on a fiduciary basis. We work with individuals and businesses to maximize resources, plan for the future, and protect their interests. Kathryn Andrews is a financial planner and licensed attorney with over 20 years of experience. Her expertise covers a broad range of topics such as savings strategies, retirement planning, asset protection, money management, real estate investment consulting, debt reduction, contract negotiation, law school admissions consulting, corporate law, equity investments, purchases and sales, liability protection, and complex business transactions. We offer our services on a fixed fee or hourly basis, depending on the customer's preferences and the nature of services required. There are no products for sale, commissions, or hidden fees, only sage counsel with your best interests in mind. Our services are guaranteed to your satisfaction. At one time or another, everyone can benefit from directed expert advice. Get started today and make sure your future is secure!