Tell us what you need so we can bring you the right pros.
Receive quotes from pros who meet your needs.
Compare quotes, message pros, and hire when ready.
2016 is the second year in a row I've had Hicks Financial Services review, complete, and file my taxes. I used to do my own taxes, and it was immensely frustrating trying to make sure I answer everything correctly! Hicks Financial Services answers any questions I have and has a quick turnaround time! I also pay less than I do for the software to complete my own! It is a relief knowing my taxes are in good hands!
I had the pleasure of having Sherry update my resume. She did a fabulous job and she is very professional. Will definitely use her services in the future
Very knowledgeable about the ins and outs of business and taxes.
I provide services in accounting, finance, marketing and general management. I am available for part-time or full-time tutoring positions.
We can help you find answers to the following questions: * How to protect my life savings from loss due to catastrophic illness? * How to stop paying taxes on interest income? * How to reduce my taxes? * How to get higher returns with less risk? * How to increase spendable income? * How to make sure my family inherits my estate? * How to make sure I get the government benefits I am entitled to?
Wiser Wealth Management is a fee only fiduciary financial services firm, offering portfolio management, tax preparation and legal services including estate planning. We do not sell products, only unbiased financial advice.
I always treat my clients with respect and confidentiality. I'm fair and honest in all my business dealings and provide a prompt response to all questions and concerns. I enjoy helping people with their accounting and tax obligations. I have been in this business for 30 years.
I get to do something that should not be underestimated--help people meet their life goals, understand the process along the way and free them up to spend time doing what they love. Many smart people can help you meet your goals. It takes a different kind of advisor to make sure you and your family actually understand the process and have peace of mind during the ride. I am passionate about helping people navigate their financial well-being. Eventually, many people get to a place in life where they are uncertain how their entire financial picture fits together. Ignorance is bliss for a time until it becomes too anxious to manage ourselves, too complicated or, best case, very time consuming to keep up with. Considering myself a personal CFO, the goal is to help alleviate these feelings.