Financial Planning & Consulting

If you are like many Americans, your tax preparer or accountant is among your most trusted advisors.  You've shared with him or her your most personal financial information.  Perhaps you have also shared your hopes and dreams - the hope that you will be able to pay for your children's college education, the wish to retire in comfort, the desire to protect your family's finances should you die or become disabled.

Now your tax professional is prepared to join you in your quest to turn these goals into realities.  Your tax professional is fully licensed to assist you in developing a personal financial program - and putting that program into action.

In the past, you may have set aside money for your future only sporadically, or placed all your rainy-day money in low-yielding investments, such as savings accounts that may lose value against inflation over the years.  In all likelihood, you have avoided a more sophisticated, income-earning approach because you find the world of finance - with its brokers and insurance agents and other who advocate specific products - confusing.  And you haven't known whom to trust

UNTIL NOW!

You should find comfort in the knowledge that your most trusted advisor, your tax professional, can help you:

• Develop a financial program geared to your personal goals.
• Manage your cash flows so that you have money to invest.
• Manage your debt.
• Establish an educational investment fund for your children.
• Plan for your retirement.
• Plan your estate in a way to minimizes taxes to your heirs.
• Select suitable insurance policies
• Select the investments designed to promote income or capital appreciation.

Call it one-stop financial shopping.  It's a ground-breaking method of financial management, offering top-quality planning services from a tax professional you trust.  Discover how - with prudent planning and a diversified portfolio of investments - you could pursue more income at a lower risk..

One-stop financial shopping is as easy as picking up the telephone.  Call or email Gary Zarkowski or Annette Visser today.

CLICK HERE to find out about our FREE One Hour Tax & Financial Planning Consultation.