Financial Planning ~ Investment Management ~ Income Tax Preparation
Your financial life is complicated. Marriage, buying a home, kids, college educations and retirement savings all pull at you from different directions. Throw taxes into the mix and it can all feel quite overwhelming at times. No wonder money is the single biggest source of stress in most marriages. As a financial planner I can help you derive a plan that fits your individual needs. As a CPA, my tax-planning experience ensures this critical component of financial planning is considered in every decision.
I offer a full range of comprehensive financial services to provide financial peace of mind to you and your family:
* Financial Planning: Budgeting, cash flow management, education planning, investment planning, retirement planning, and insurance review.
* Investment management: Investment choices, asset allocations, systematic portfolio rebalancing, periodic review of investments.
* Income tax planning and preparation: Individuals and small businesses
Call today (845) 350-0178 or visit my website, www.jwbutleraccounting.com.