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Who is Your Chief Financial Officer (CFO)?

 

Total Financial Planning for the Middle Income Client


We believe that middle income individuals are at the greatest need for financial planning services. You can easily be on the border line toward financial independence or having to work longer than you would like. Costly mistakes could be made when not making informed decisions.

Would you like to have your own personal CFO?

I have been working with individuals and small businesses providing financial and tax services for over 30 years. For the client that wants an on-going trusted relationship with a CERTIFIED FINANCIAL PLANNER and Accountant Focus On YOUR Future is the answer.

Focus On YOUR Future will consist of the following services:

  1. Income tax planning with an emphasis on seeking to lower taxes.
  2. Investment allocation recommendations and annual review of your Company Retirement Plans (i.e., 401(k) or 403(b), TSP Plans).
  3. Periodic recommendations to move your investments to cash or cash equivalents and/or bonds in seeking to help avoid market loss in your Company Retirement Plan.
  4. Detailed written financial plan periodically.
  5. Updated information that pertains to your situation as tax law and investment programs change.
  6. Advice on how you can pursue your financial goals.
  7. Available to answer financial questions that you may have about financial issues anytime during the year.
  8. Emailed timely information with items of interest.
  9. Access to my website that has a wealth of information and short videos.


Investing involves risk including loss of principal.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price

Contact us today!

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