financial planning since 2002. We offer personalized services for clients at all financial levels, including stock option analysis, wealth management and stock options. It includes a tax return, portfolio analysis and investment recommendations. Our Wealth Management Retainer program provides

independent investment advisors to individuals and trusts, we deliver objective financial advice and wealth management insight with risk mitigationof clients: individual investors, retirement plan sponsors, and institutional investors (trusts, foundations, endowments, and corporate accounts). Our clients are attorneys

are considered. The team at Silverhawk Financial Planning can offer you valuable insight and guidance to the complex process; Active Asset Management; Insurance review and analysis (life, disability, long term care, health); Portfolio Analysis; Income & estate tax reduction

Plans for Businesses, a local private portfolio management team for High Net-Worth Investors, Federal Employee Financial Planning and Benefits analysis, and Group Benefits and Insurance for Businesses. While most of

Management, we see our role in the investment and financial planning process as being your box top. We help outcome you desire. Services Offered: Financial Planning, Investment Management, Retirement Income Planning, Insurance review and analysis (life, health, long term care

Preparation/Returns Tax Planning General Bookkeeping (On Site or In House) - Bank Reconciliation, Transaction Recording, Financial Statements Sales Tax Returns Payroll Services - DD available New Business Formation Financial Planning Management, P&L Analysis, Marketing and

Strategy Consulting: development of corporate strategy, new market entryand wholesale outlets. Financial Consulting and Management Controls: installing budgetary control systems, profit planning or capital andand regional development planning, cost benefit and social analysis studies, physical, economic, ecological and

management with consideration of taxes and income needs. - We offer full service financial planning by partnering with other specialists Security maximization strategies - Mediare plan comparisons - Annuity maximization analysis - We work exclusively with individuals and couples near or in

: • Business Start-Ups • Strategic Plan Development • Financial Plan • Growth Plan • Business and/or Operation Plans • Competitive Analysis • Market Analysis • Pricing Analysis & valuation • Feasibility Study • Management

credit management, and retirement planning. Bookkeeping and Accounting Services: We specialize in preparing and processing financial statements and manage your income expenses. Tax Preparation: We specialize in individual and corporation tax preparations and filings and

Services Employee Benefits, Pension, and Profit-Sharing Plans Cash Flow and Budgeting Analysis Financial Projections and Forecasts Business Valuation Mergers, Acquisitions, and Sales Debt and Finance

years of experience in professional planning and advice, Kate and her team strive to do close personal attention to meet individual, financial, and business goals. To facilitate the process, Corporations Tax Returns, Individual Tax Returns, Information Return Preparation (W-2 & 1099 Forms), Monthly Compiled Financial

preparation services cover individuals, partnerships, corporations, non-profit and tax exempt organizations, and trusts and estates. We also provide attest services special district governments. Our tax planning services can help you navigate complex financial decisions and prepare for the future. We

wise wealth-optimized decisions. With holistic financial planning, disciplined investment strategies, and proactive personal service, Chad’s goal is advice begins with a comprehensive analysis of each individual’s life, goals, and financial situation. Once the overall picture is

delivering to our community and members. Unlike banks, we don’t pay investors, give corporate salaries, or take Centennial. We understand that everyone has different financial goals and situations, so we are able to customize From building credit to getting a car to planning for retirement, we can assist you every

businesses, and non-profit organizations with professional financial services. We specialize in personal accounting, tax preparation, tax planning, and tax preparation for small businesses, partnerships, and corporations, part-time CFO services, cash flow management, and financial compilations. Our CPAs are

staff and its commitment to help clients achieve success. We provide comprehensive services including tax compliance, financial planning and analysis, bookkeeping, auditing, payroll and other accounting services. With our expert

company that provides cloud-based accounting, ERP, Financial Planning & Analysis (FP&A), and Corporate Performance Management (CPM) software solutions for growing middle market companies and nonprofit organizations. Our

Serda Financial is a financial services firm devoted to helping family-owned businesses, closely held corporations, and affluent individuals make the that fit their budget and specific situation. We pride ourselves on offering comprehensive financial planning with a high standard

services such as tax return filing, tax planning, bookkeeping, financial statements, and corporate tax return filing. Our staff maintains a commitment to continuing professional education and constantly strives to