Define Financial

Cornerstone Planning Group

Cornerstone Planning Group is a financial services firm located in Oklahoma City, providing businesses of all sizes with comprehensive financial solutions, such as benefit plans and succession planning. Additionally, the team specializes in IRA rollovers from 401ks and other aspects of the 401k business. Darren Telford, J.D., CFP, CPFA, is the leader of Cornerstone Planning Group and specializes in helping companies set up and manage qualified retirement plans for their employees. He also assists business owners and executives in forming personal retirement strategies, such as selecting the best IRA, Roth IRA, non-qualified annuity or other retirement savings vehicles, to meet their retirement planning goals.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.

Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only Registered Investment Advisory (RIA) firm that offers its clients over a century of collective financial services knowledge. Our experts are here to help you reach your goals and make sound financial strategies more achievable than you might think. No matter where you are in life, we will be with you until you reach the finish line. We serve as fiduciaries and provide unbiased financial solutions with a single focus: our client’s best interests. We don’t just manage money; we work closely with our clients to create comprehensive, personalized plans that connect all aspects of their finances in order to achieve the best results possible. Our services include: stock options, RSUs, ESPP exercising strategies and diversification for those with concentrated stock options; tax-advantaged retirement planning for business owners; wealth management and transfer solutions for pre-and-post retirees; and financial wellness and investment services for women. At Sierra Pacific Financial Advisors, we strive to ensure our clients are making well-informed and sensible decisions throughout their financial journey - from wealth accumulation to preservation, to distribution.

Christopher Hunt, EA

Are you looking for help with your business or personal finances? Look no further than Christopher Hunt, EA. Our experienced team of accountants provide custom and cost-effective solutions to individuals and small businesses across Vashon, WA. With over 30 years of combined experience, you can trust our team to deliver quality services with personal attention. We offer a variety of services including IRS representation that focuses on negotiating lower balances and overall IRS debt. We also provide tax return preparation, financial analysis, payroll services, bookkeeping, QuickBooks® consulting, and retirement planning. For dependable business accounting and more, contact Christopher Hunt, EA today at (206) 463-3301 to schedule an appointment. Visit us online to learn more.

Steven H Mangan CPA

Steven H Mangan CPA is a comprehensive tax and accounting firm, dedicated to serving both businesses and individuals. Our mission is to help our clients plan and manage their finances in the most effective manner. Through our expertise, we are able to provide tailored solutions that meet the unique needs of our clients. We offer a wide range of services for both businesses and individuals. For individuals, we provide tax planning, preparation, consulting, college planning, divorce planning, and retirement planning. For businesses, we offer bookkeeping, accounting, financial statement preparation, payroll processing, and business consulting. With our experienced team, we are committed to delivering quality services and helping our clients achieve their financial goals.

Strategic Planning Group

At Strategic Planning Group, we strive to provide effective retirement planning for our clients. We provide options to maximize retirement income sources and will create a customized plan to match their goals. This includes researching social security filing strategies, pension analysis, and investment asset allocation. We also analyze IRA and 401(k) plans to ensure they are meeting expectations. Additionally, we offer wealth and investment management services that are tailored to the individual's needs. Our experienced team is committed to helping our clients achieve their retirement objectives.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.

Atlas Capital Management

Financial planning and retirement planning are important components of achieving financial security in the future. Planning for retirement should involve developing a plan for how you will save and invest for the future, in addition to considering how you can best use your current income and resources to achieve your goals. When creating a financial plan, it is important to consider all aspects of your finances. This includes setting a budget, planning for any debts you have, and assessing what investments and savings you already have in place. It is also important to consider your long-term goals such as retirement and college savings. Retirement planning is more than just thinking about how much you need to have saved when you eventually retire. It requires understanding the different types of retirement savings options, such as 401ks, IRAs, and annuities. You should also research different ways to invest and save your money, such as stocks, bonds, mutual funds, and real estate. Lastly, you should consider Social Security and other associated benefits that may be available to you. By taking the time to plan for your financial future, you can ensure that you are well-prepared for whatever life throws your way. A sound financial plan can help you reach your retirement goals, build wealth, and enjoy financial security for years to come.

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!