Regarding Financial Planning...

As you begin gathering the necessary data for us to prepare your tax return(s), I have a suggestion. This year, why not go one step further and also get together a few additional items that will allow me to help you establish a financial game plan.

I have the expertise to provide you with a complete financial plan for the next 12 months. My action plan will give you personally coordinated ideas to

• Clearly focus on where you are now, from a financial viewpoint.
• Suggest ideas to reduce income taxes.
• Suggest improvements on implementing a retirement plan.
• Evaluate your investment portfolio mix, risk, and liquidity.
• Suggest tax-wise ideas for college funding for children or grandchildren.
• Objectively review your life insurance and disability coverage.

By spending a little extra time now, I can hopefully reduce your tax liability and give you a financial game plan that is geared specifically to your needs.To receive this added service, please be sure to bring the following to our meeting:

• Your most recent financial statement (if available) or a current listing of your assets and debts.
• All life and disability insurance policies (or a list of coverage amounts).
• Current statements showing you retirement fund balances and any pension benefits.

If you have any questions or would like to schedule a meeting, please call us at 305-357-3700 today!