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Browse these retirement planning services with great ratings from Thumbtack customers in Burlington.
Clay prepared our taxes for the 2016 tax season. He is knowledgeable in all aspects of tax and financial planning. We liked his patience, timeliness and his professionalism. We plan on using him in the future, and will certainly use again in 2017.
Laurie is knowledgeable, fairly priced and extremely efficient. I would definitely recommend her and will be hiring her again next year. Filing our taxes has always been a little bit of a head ache for us, and it was especially difficult this year. Laurie did a great job and the whole process went very smoothly.
Rachel helped our family set up a budget for our future with outstanding professionalism! Would recommend to anyone that is looking to hash out financial details in budgeting and planning!
Michael was easy to talk to and made sure I understood all my finances. He helped me create a budget that worked for my situation and evaluated it with me over our sessions. We also went over my 401k at work and other retirement investments as well as reviewed my insurance coverage. I now feel in control of my money!
Reid's focus on educating me on the potential pitfalls of retirement planning won me over. And the fact that he was upfront in telling me JRL wasn't the place for aggressive investments sealed the deal. For people looking for safe, tax-efficient growth of their retirement savings...Reid is the man to talk to.
I have always imagined being a tax professional serving individuals could be trying. I presented myself as one of those individuals to Mr. Rukosky's firm, and despite the complexity of my needs and my much less than perfect organization, Mr. Rukosky was able to guide me through the process and produce the necessary product quickly, efficiently and at a price I found quite satisfactory. I needed federal and state returns completed for a deceased parent Mr. Rukosky, myself and my parent's place of residence where all different...getting this done across those distances and jurisdictions was not a problem. The one thing I would have liked to have seen go better...would be my ability to properly organize the necessary documents to complete this project. I recommend Mr. Rukosky's service without reservation.
I am a financial professional providing services and products assisting individuals with their financial planning needs.
Serving Greensboro, NC and the outlying areas, David Mehler and associates are offering services including, but are not limited to the following: retirement planning, estate taxes, financial advising, and wealth management.
We provide financial services and planning for the 21st century. Our firm has provided financial planning and services throughout the Southeast since 1977. We currently enjoy the confidence of hundreds of clients in 11 states and several foreign countries. We invite your inquiry and would be delighted to provide references. Our firm provides strategic financial planning and support to business owners, professionals and high-net worth individuals. We employ a multidisciplinary approach, integrating our input with that of other financial advisors and counsel. We focus on wealth accumulation, asset protection, family asset distribution strategy, business exit and succession planning, profit-oriented employee benefits and innovative planning strategies incorporating sound tax principals. As the financial industry attempts to provide multidisciplinary solutions and one-stop shopping for corporations, top executives, and affluent families, our firm has become a necessary resource for those institutions and individuals who seek analysis of their most critical tax and risk reduction needs. We offer in-depth product knowledge, without product bias, as well as the administrative support for the design, implementation and maintenance of the numerous advanced financial strategies implemented. Our services progress systematically from initial discovery and fact verification, to design, implementation, updating to meet and/or anticipate legislative and regulatory changes through annual review of our recommendations. Our focus is to provide the highest quality of client satisfaction. Our process involves listening to your concerns, benchmarking your current status, making recommendations that are appropriate and evaluating the tax and financial changes that impact your revised planning. Open and frequent communication is the hallmark of our client relationships. Please call us toll free for a no-obligation initial meeting.
I'm a financial advisor, a certified financial planner and an accredited asset management specialist assisting families to reach their financial goals.
I provide financial planning and analysis services. I can assist with budgeting, forecasting and performance analysis. I use cost-volume-profit analysis to help managers and business owners understand the relationships among cost, volume and profit. Cost-volume-profit analysis is a vital tool in many business decisions. These decisions include what products and services to offer, what prices to charge, what marketing strategy to use, and what cost structure to maintain. I provide a practical approach to analyzing business operations and maximizing profitability.
I specialize in providing a proactive investment management services to my clients. This allows them to participate in intermediate and long-term market trends and protects their principal when market trends weaken. Additonally, I provide holistic financial planning services, which enable me to recommend the most beneficial financial solutions to help my clients achieve their financial goals.
We offer hourly-only financial planning. We have no commission products or asset management fees. We just offer sound advice from a certified financial planning practitioner. We evaluate what you are doing well and what needs improvement and provide you with action steps to address any issues. Since we are hourly only, you control the cost.
Serving Greensboro, NC and outlying areas, David M. Tuxhorm of Southstone Financial is offering the following services, but not limited to: insurance, investing, retirement, estate planning and wealth preservation to help clients reach their financial goals.