Financial Guidance

Partners in Performance Personalized Tax Services

Your success is our goal. We offer a variety of services to help you manage your personal finances now and in the future.

Coaching & Planning

Whether you are just starting out, looking towards the future, or wanting to make sure you maintain your current standard of finances, we can help with:

  • Budgeting & bill pay
  • Managing collections
  • Investment considerations
  • Asset protection

Elder Services

Enjoy your retirement without the worries of managing your day-to-day finances. We can help with:

  • Budgeting & bill pay
  • Collections
  • Finding care, short & long-term
  • Retirement & estate support

Retirement Planning

Whether you are close to retirement or just in the planning and saving stage, we can offer a variety of help for you along the way. Our services include:

  • Calculating retirement contribution amounts based on your income
  • Helping you create a retirement savings goal
  • Navigating Required Minimum Distributions
  • Tax planning for your retirement income
  • Referrals for financial advisors to help manage your retirement accounts

Be sure to visit our Financial Tools page for calculators that can also help you plan.

Estate Planning

Having an Estate Plan is important because without one, your assets could end up tied up in the legal system and could mean an unnecessary burden on your heirs.

Our office can help guide you with maximizing the structure of your estate from a tax perspective as well as minimizing estate taxes for your beneficiaries. These include:

  • Use of trusts
  • Tax-saving strategies such as gift giving and charitable donations
  • Business succession planning

Our office also offers referrals to local estate lawyers to help you with the actual documentation and formation of your estate plan.