Edward Jones - Financial Advisor: Jim Hauser

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!

Decker Retirement Planning

At Decker Retirement Planning, our mission is to help individuals realize the retirement of their dreams. We work with retirees or those set to retire within the next five to ten years who have a nest egg of at least 350k and are facing one or more of three typical issues: fear of running out of money or knowing when they can retire, frustration over losing hard-earned savings due to market volatility, or worries about rising taxes. Our experienced team provides personalized guidance and support to help you address these concerns and enjoy a secure and comfortable retirement. We specialize in clearly showing you how to make the most of your retirement savings and investments, while also protecting against losses and taxation. Reach out today to learn more about how we can serve you. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Ruth Goldstein - Mainstreet Financial Group

Retirement planning is no longer as simple as it once was. Social security and pensions are often not enough to cover costs and require an intentional income plan. To assist with this, Ruth Goldstein from Mainstreet Financial Group offers consultation services over the phone, by Zoom or in person. Mainstreet Financial Group provides personalized retirement planning advice to ensure that clients have the best possible chance of succeeding in achieving their financial goals. The team is knowledgeable, experienced and dedicated to providing the best customer service. They take the time to understand each client's individual needs and create a tailored plan to maximize their retirement savings. With their guidance and expertise, individuals can have the confidence to prepare for a secure financial future.

Decker Retirement Planning

At Decker Retirement Planning, we are committed to helping our clients achieve their retirement dreams. We specialize in assisting those who are looking to retire in the next five to ten years and have a nest egg of at least 350K. We understand that these individuals often struggle with fear of running out of money, stock market volatility, and increasing taxes. Our team is passionate about helping our clients manage these issues and create a secure and enjoyable retirement. We offer personalized services to each of our clients, taking into account their unique needs and goals. Our experts are highly trained in the field of retirement planning and strive to provide our clients with the best possible advice for achieving their retirement dreams. Through our comprehensive services, we can help you plan for your future and ensure that your retirement years are stress-free and enjoyable.

Kaneski William M, CPA

Kaneski William M, CPA offers professional accounting services in Beaver, PA. Our mission is to provide personalized retirement planning, tax and financial planning, estate planning, and payroll services to help individuals and businesses achieve their goals. Our experienced team of certified public accountants has the knowledge and expertise to provide accurate and reliable advice. We also offer business formation and setup, business valuation, computerized accounting systems, and IRA & Retirement Consulting services. Our team is committed to providing high-quality services that meet each individual’s needs. 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.

Edelman Financial Engines

Our Edelman Financial Engines Advisor Center in Virginia Beach offers comprehensive financial planning services to clients throughout the Hampton Roads region. Our office is conveniently located east of Town Center and north of I-264 in the Convergence Office Park. Our dedicated team of investment advisors can provide guidance on a range of matters, including 401(k) rollovers, saving for a child's education, and creating personalized retirement plans. In order to ensure safety for our clients and staff, our offices are currently closed to pedestrian traffic. If you need to contact us, please call us.You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Deane Retirement Strategies

Deane Retirement Strategies has been providing fiduciary financial advice and services in New Orleans and the surrounding area for more than 45 years. Our team consists of Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs), who focus on blending retirement financial planning with fee-only, discretionary portfolio management. We currently manage over $200 million in client assets using individual stocks, bonds, and ETFs. We do not use mutual funds, annuities, or insurance products. Our minimum requirement for new clients is $1 million. We offer guidance to Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is tailored for portfolios over $1 million. Our firm has the benefit of two generations of financial advisors with over four decades of experience. Our Retirement Advisory team approach ensures our clients will have continuous access to retirement advice and investment management for the long-term. We strive to be a lifetime partner for our clients.

Austin Jett - AXA Advisors

The financial advice my practice provides includes: 1.) Wealth Accumulation: (Investments & Tax Diversification Strategies) 2.) Disciplined Savings Regiments: (Retirement Planning, College Education Planning) 3.) Risk Management: (Life Insurance, Disability Income Insurance, & Long-Term Care Insurance) 4.) Transition Planning: (401(k) Rollovers, IRA Consolidation) 5.) Retirement Planning (Traditional/Roth IRAs, 401(k)s and annuities) 6) Business Planning: (Employee Benefit Plans, Pension, SEP IRAs and 401(k)Implementation & Deferred Comp Plans) Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.  Annuity and insurance products offered through AXA Network, LLC.  AXA Advisors, LLC does not provide tax or legal advice. "AXA" is the brand name of AXA Equitable Financial Services, LLC and its family of companies, including AXA Equitable Life Insurance Company (NY, NY) and Advisors, LLC.  AXA S.A. is a French holding company for a group of international insurance and financial services companies, including AXA Equitable Financial Services, LLC.    AGE- 98662(12/14)(exp.12/16)

Green Retirement

Green Retirement enables individuals to retire many years earlier, and with much less savings, by accurately calculating the positive financial benefit living a green lifestyle has on retirement savings needs.  The greener your lifestyle in retirement, the less you consume and spend , the less savings you need and the sooner you can retire. For example:  If you are a couple and retire with one car instead of two, eliminating a $600 per month expense, and you reduce your retirement housing expense by $500 per month, you can retire with $330,000 less in retirement savings.  Green Retirement gives you control over your saving needs and when you can retire. Traditional retirement planning uses a person's salary to calculate their retirement savings needs.  A formula that treats everyone equally, over-estimates your savings needs, forcing you to work years longer. Green Retirement is an affordable and accurate retirement planning alternative that benefits you and the planet.

Financial Planning Unlimited

At Financial Planning Unlimited, we can assist you in mapping out a personalized, flexible retirement plan that can put you on the path towards a financial future that allows you to enjoy the benefits of your hard-working years. Some of the ways we do this: Comprehensive Financial Plans, Retirement Planning, College Planning, Wealth Management, Review your Medical, Disability, & Life Insurance, Estate Planning, Asset Protection,  Company Retirement Plans,  Portfolio Analysis, Tax Preparation & Review plus more... Give us a call at (602) 274-0371 to assist with planning the best tax strategy along with help in developing and implementing an investment plan suited for your needs.

Josh Gonzalez - Agent

Life Insurance, Retirement Planning, College Savings. One of the best things about being a New York Life Agent is being able to offer-real world solutions to people who have a genuine need. In that respect, I consider my role to be more of a trusted professional: someone who will see you through life's most difficult moments and help you prepare for the opportunities ahead. I prefer to take a measured, thoughtful approach-one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives. Step 1: Everyone is different, so it's important for me to learn as much about you as possible. What are your goals? Where would you like to be in 10 to 20 years? What financial resources do you already have in place? The more I get to know about you, the more insightful my recommendations will be. Step 2: Together we'll prioritize your goals and turn them into clear, measurable objectives. That way you can see how even the biggest challenges-like paying off your mortgage or retiring early-can be accomplished. Step 3: Next, we'll identify some insurance and financial products to help you meet your goals and needs. I can even consult with your financial, tax, and legal advisors to make sure our efforts fit in with your overall plans. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Noel Cajigas - Private Wealth Manager

Financial planning is the process of creating a plan to meet your long-term financial goals. It incorporates various aspects of personal finance such as budgeting, savings and investments, taxes, and retirement planning. Retirement planning involves estimating how much money you’ll need to save for retirement and determining when you will be able to retire. Investment management involves analyzing and selecting the best investments and managing those assets to reach your goals. Portfolio analysis/risk management includes assessing and optimizing your entire portfolio to minimize your risk and maximize potential returns. Lastly, alternative investments are investments that fall outside the traditional stock, bond, and real estate categories and offer potentially higher returns, but also come with higher risks. Creating a comprehensive financial plan can help you make informed and effective decisions about your money. Working with a professional financial advisor can be a great way to get started with financial planning and develop long-term strategies to reach your goals.

Chisholm Financial Planning

At Chisholm Financial Planning, we are dedicated to helping you reach your financial goals. Our comprehensive services offer guidance and solutions for retirement planning, divorce planning, money management, and investment management. Our experienced team will work with you to develop a financial vision and provide you with the tools and information necessary to help you reach your objectives. We understand the complexities of personal investment management, as well as the financial implications of a divorce. Our services are designed to provide our clients with the knowledge and resources they need to make sound financial decisions. With our expertise and support, we can help you manage and grow your finances.