Nelson Chartered
Nelson Chartered provides specialized elder care financial services for families with aging loved ones. Our program is designed to help seniors protect and maintain their assets, including daily cash management, monthly client contact and case review by an account manager, and the maintenance of a retirement budget. This helps seniors meet their financial obligations within their means and avoid exploitation.
We also offer a full range of business services tailored to small to medium-size businesses. These include bank and account reconciliations, closing and adjusting journal entries, preparation of payroll and sales tax returns, financial statement preparation, consultation on your financial situation, and filing of income tax returns.
Our team is devoted to helping you or your family member manage, protect, and plan your financial affairs. We are committed to helping you make the right decisions for your needs.
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Nelson Chartered
Nelson Chartered provides specialized elder care financial services for families with aging loved ones. Our program is designed to help seniors protect and maintain their assets, including daily cash management, monthly client contact and case review by an account manager, and the maintenance of a retirement budget. This helps seniors meet their financial obligations within their means and avoid exploitation. We also offer a full range of business services tailored to small to medium-size businesses. These include bank and account reconciliations, closing and adjusting journal entries, preparation of payroll and sales tax returns, financial statement preparation, consultation on your financial situation, and filing of income tax returns. Our team is devoted to helping you or your family member manage, protect, and plan your financial affairs. We are committed to helping you make the right decisions for your needs.
Cherie D. Putman-CPA A
Individual Services: Comprehensive Tax Planning and Preparation Estate and Trust Services Divorce Planning *Elder Care Business Services: Bookkeeping Payroll Part-Time CFO Accounting Department Support & Setup Comprehensive Tax Planning & Preparation Business Performance Reviews Succession Planning Buy Sell Agreements Strategic Business Planning Budgeting and Cash Flow Management Our Value: The value that we bring to the table is unique, for the benefit of our clients, and efficient and effective. Through our experience, we have positioned ourselves to enable our clients to honor the important promises they make to themselves, their families and others that are most important to them.
Kelly Financial Services
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Davie Financial Services
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Michael Haboush CFP, CRPC, LUTCF
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J W Hunt & Co CPA
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