retirement tax consultant near me

Consulting Group, Inc. we offer: - We offer risk-controlled portfolio management with consideration of taxes andplanning by partnering with other specialists for tax reduction strategies, wills, living trusts, and more work exclusively with individuals and couples near or in retirement, as well as their families. - We

Everyone is different, so it's important for me to learn as much about you as possiblebiggest challenges-like paying off your mortgage or retiring early-can be accomplished. Step 3: Next, we Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional

-resident aliens, expat tax returns, amended returns, business tax preparation and planning, payroll management, startup business consultation, retirement planning, and fee-only financial advising. We have offices in Worthington, Westerville, and near Easton

financial security for your family REVIEW your retirement needs SELECT appropriate family coverage FUND educations lifetime income I encourage you to contact me with any questions or concerns you maynor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting

, self-employed persons, persons nearing or at retirement, trusts, pensions and retirement plans. Our mission is option that allows them to keep their tax deferral. Additionally, we possess the expertise federal government retirement and benefits programs. As the only Chartered Federal Employee Benefits Consultant in