Edward Jones - Financial Advisor: Heather Shonkwiler

John M Plaza Investment Advisor

John M Plaza Investment Advisor provides comprehensive financial planning services to help clients manage their money and reach their goals. Our experienced team creates personalized strategies tailored to each individual's unique financial situation. We strive to develop long-term relationships that are built on trust and understanding. Our services include professional money management, investment recommendations for pre-retirement and retirement planning, assistance with college savings plans, estate and tax-planning issues, insurance-related needs, and timely answers to your financial questions. We also provide periodic portfolio reviews, weekly market commentaries, and online access to brokerage accounts. 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.

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.

Sechler Law Firm - Mars

At Sechler Law Firm, LLC we strive to provide comprehensive elder law and personalized estate planning assistance. Our goal is to make the tough decisions regarding your future simple and comfortable. Our team takes the time to understand your individual financial situation and goals before creating a plan that works for you. Whether it’s a living will, family trust, medical power of attorney, or other legal document, our Elder Law and Estate Planning attorneys have the knowledge and experience to guide you through the process. Our experienced Medicare Planning team is also on hand to help you navigate the world of medicare benefits. At Sechler Law Firm - Mars, we are committed to helping you create a secure future.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.

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.

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.

Decker Retirement Planning

At Decker Retirement Planning, we strive to help individuals who are either retired or retiring in the next 5-10 years and have a nest egg of at least 350K. Our mission is to objectively and mathematically guide these individuals to enjoy the retirement they have been wanting. We specialize in addressing three common issues: fear of running out of money, losing money due to stock market volatility and increasing taxes. Our team is composed of experienced professionals who understand the needs of our clients. We provide tailored solutions and services to fit each person's individual needs. We work hard to ensure that each individual has a successful and secure retirement plan. Reach out and one of our assistants will respond and provide additional information to see how we can be of service to you.

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.