Phoenix areas. We specialize in providing Tax Planning and Roth Conversions, Financial Planning, to seniors. Our products and services include Mutual Funds, ETFs, stocks, Bonds, Fixed Annuities, Variable households statewide. Our services include Financial advice, Tax Preparation, Estate Planning, Fee-only Financial

collection due process conferences, collections appeals, trust fund recovery penalty, offers in compromise or installmentgood working relationship with IRS employees, based on mutual respect and a willingness to work togetherAn Enrolled Agent is a federally-authorized tax professional who is highly knowledgeable in

a wide range of products and services including Mutual Funds, ETF's, stocks, Bonds, Fixed Annuities, Variable . The focus of our financial advisors is on a secure and enjoyable retirement for all 000 Households Statewide Our Services Asset Preservation Wealth & Tax provides a thorough menu of services including

a wide range of products and services including Mutual Funds, ETF's, stocks, Bonds, Fixed Annuities, Variable . The focus of our financial advisors is on a secure and enjoyable retirement for all of services including Financial Planning, Roth Conversions, Tax Preparation, Estate Planning, Fee-only Financial Advisory,

and guidance. Expect no pressure discussions, a focus on your goals, and I will explain everything clearly retirement, stocks, bonds, real estate, mutual funds, index funds, 401ks, IRAs, Roth conversions, new tax laws, investing for retirement, helpful

from overseas bank accounts, stocks, bonds and mutual funds, to interests in foreign private companies andBowery Expatriate Tax Group, we provide questionnaires to our expat clients on request or on our for corporations and international assignees, applying income tax treaties and ensuring they are claimed correctly

Financial planning, investment management, IRAs, 401Ks, mutual funds, annuities, life & health insurance. I can help answer qualified financial company for your security. I focus on working with clients that have a net worth of $100K and up. 3rd party posts on this profile do not reflect the views of

to your advantage. Taxes are typically levied on income, gains, and profits. Individuals must pay taxes on income earned from type of tax being paid, the tax rate may vary significantly. Income taxes are typically used to fund government services

unique exposure to global markets through closed-end funds (CEFs). Our systematic investment strategy has enabled usthe top 1% of all Morningstar-rated mutual funds, ETFs, and hedge funds with a 10-year history. Thepride in our ability to identify and capitalize on these opportunities, and strive to provide our clients

planning, annuities, life insurance, long term care insurance, tax free investments and more. Our team of experienced variety of investment options including stocks, bonds, mutual funds, exchange traded funds, CDs and real estate investment trusts. Additionally

(CFPs) and Chartered Financial Analysts (CFAs), who focus on blending retirement financial planning with fee-only, discretionary stocks, bonds, and ETFs. We do not use mutual funds, annuities, or insurance products. Our minimum requirement for

specialty offices, and highly responsive call centers on both coasts. Banking the Southern California areaprepayment penalties and no negative amortization - all on loans up to $3 million. We provideof retirement, investment (including stocks and bonds), mutual funds and annuity products. In addition, our comprehensive

all SEC compliance requirements, allowing clients to focus on their core business. Services include conversion of documents, they offer Quarterly Filings on Form 13F, Schedules 13G and 13D, Form 13H, and Mutual Fund Filings, such as

. We operate on a Fee-Only basis, meaning that we do not partner with any Mutual Funds or Brokers

sound investment management. We are solely focused on managing individual securities, legacy positions, equity portfolios those of our clients. All securities and funds are held at third-party custodians offees to allocate mutual funds, thus eliminating layers of costs. Our focus lies solely on achieving superior

mutual funds, especially in bear markets. Estate Planning includes setting up living trusts and minimizing estate taxes of their IRAs, rollovers and pensions through tax-free withdrawals and other strategies. Long Term or illness. Investment Management (fee only) focuses on dividend-paying stocks and blue chip stocks

investing in stocks, bonds, mutual funds, limited partnerships, private placements, closed-end funds, structured notes, private Puerto Rico bonds, Puerto Rico bond funds, closed-end funds, leveraged ETFs, options, reverse convertible for a free evaluation. We accept cases on a contingency fee basis, meaning that

planning with low fees. When possible, we recommend mutual funds from Vanguard or T Rowe Price. Additionally, we received in the mail. We can also advise on whether to put more into a Roth IRA

, budgeting and cash flow study, tuition funding programs, college costs analysis, estate planning, a range of investment products such as mutual funds, unit investment trusts, variable annuities, and and investments, analyze alternative investments, and provide tax reduction strategies and estate preservation. We

customers for over 70 years. Customers count on outstanding financial strength and superior claims serviceprotect what they value most. Allstate delivers on their promise. In fact, their outstanding your family. Understand investment products, such as mutual funds, annuities, life insurance and college savings plans