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ongoing process of analyzing financial data to identify tax savings and ensure compliance with reporting and payment obligations, bank statements, and investment statements. Professional tax preparers can also provide advice on how to maximize tax savings. Tax planning involves

In Compromise (helps clients to pay a reduced tax balance due to financial hardships). We also provide..) & College Planning (FAFSA..) and advice on Retirement & College Saving investments. - Other services: Immigration, Trust & Will, Notary Public, Paralegal

: Wesley A Oliver provides a face-to-face investment experience that is tailored to each individual's advisors help individuals plan for retirement, save for education, and make smart tax-saving investments. With our knowledge and expertise

, as their assets are consistently threatened by taxes, time, and other liabilities. Although these issues tested and proven techniques that may yield significant tax saving benefits. Put simply, we take money that a mix of well-diversified and non-correlated investment options. The ideal candidate is someone with

area. Our mission is to help our clients save, grow, protect and enjoy their money. We use strategies, self-funded pension plans, IRA rollovers, tax projection, tax strategies, tax-efficient investing, defined benefit and contribution plans, non

Edward Jones is an investment firm that believes in providing personalized advice to to help you plan for retirement, save for college, and make wise tax-saving investments.We take pride in the

can provide advice on business development, marketing investments, and tailored analytics to identify areas of inefficiency. We also provide tax planning and return preparation to help reduce to reducing taxes legally. Our team can recommend tax saving strategies that will increase after-tax income and

– Financial Advisor: John F Dyer is a trusted investment firm that offers tailored solutions to meet your. Whether you’re preparing for retirement, saving for education, or seeking tax-smart investments, our team of financial advisors

financial services firm that specializes in retirement, education savings, investments, estate considerations and trust management services. We offer Trust Company can work with you and your tax and legal advisors to develop a tailored strategy

risk evaluation. Our proactive review of taxes helps identify current and future tax saving opportunities. We also provide an. Lastly, our detailed risk evaluation assists in allocating investments and making proper investment choices to maximize results.

- Financial Advisor: Stephen V Spaulding IV is an investment firm that understands the importance of achieving your with tailored guidance on retirement planning, saving for education and tax-smart investing. Our team of experienced advisors will

concerned about their retirement savings. Most people agree that taxes will be higher in higher taxes impact us all when we retire since most of us save forof these tax-deferred investments in the future will be taxed at some higher tax rate. dollars to a strategy that provides tax-free income. Feel free to visit

assist you in planning for retirement, saving for education, and making tax-smart investments. By having a face-to to help you stay on track with your investment goals.

's preparing for retirement, saving for your children's education, or making tax-smart investments, our team of experienced

us about ways we can help. As an investment firm, we focus on having face-to-face best prepare for retirement, saving for education, and helping to make more tax-smart investments. We want to make

conversations. We specialize in retirement planning, education savings and tax-smart investment strategies. Our dedicated team of professionals can

for your children’s education, and make smart investments for tax savings. Our advisors are committed to providing the most

to assist you in retirement planning, education savings and tax-smart investing. Our team of experienced advisors is here

At Leader’s Life Financial and Investment Solutions, our mission is to and protect your wealth, including tax-free investments, retirement planning, smart investments, living benefits insurance, disability insuranceoffer specialized services such as 529 college savings plans, executive bonus plans, key person

five short term uses of money - giving, saving/investing, debt repayment, paying taxes and spending - and pride ourselves on