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Browse these retirement planning services with great ratings from Thumbtack customers in Canton.
Nice to know that we have a true professional looking out for our business and personal taxes! They stand behind their work and charge accordingly, no surprise bills or delayed work while they put more important people ahead of us. They make us feel like our business matters to them. We also have Matt handling all of our retirement planning after he did such a great job getting my mother where she needed to be to retire early!
Mark freed up over $900 a month for my wife and I. The great thing about it is, that I went from paycheck to paycheck with no emergency savings, to having a growing and healty emergency account - I learned how to become my own credit card! My wife is a stay at home mother of two and she almost had to go back to work part time... Also, Mark put us on track for a comfortable retirement and started college funds for my two little kids! Mark Lunn really knows what he's talking about, and if you are reading this and considering an adviser...consider no more. You found the right person right here.
Scott's financial planning and coaching advice was superior to our previous planner's. He created a plan that further diversified our assets while increasing our expected returns. He has put us on an improved financial trajectory with hopes of experiencing financial independence sooner in life. Thanks Scott!
I trust Jim with my, and other family members, financial health. His educational approach to advising clients is refreshing. He works with his clients to develop a financial plan for their future- through investment strategies, retirement planning and creating a comprehensive financial outlook to grow and protect their assets.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing our sound financial information.
Michael Sidoti of Blu Dot Financial, LLC, located Akron, Ohio, is providing financial resources for the medical professional. Combining the financial and medical backgrounds of the founding partners, our firm is uniquely positioned to address the monetary challenges faced by our clientele, as well as the following services: tax management, retirement strategies, investment management, estate conservation and insurance planning.
Attention to detail and a passion for my work
IRA retirement guide Lynn Shepherd is a certified financial planner professional who specializes in helping conservative Ohio and Florida residents manage risk, protect assets, and create lasting income. You will benefit most from Lynn's services if you are over 55, are planning for retirement, are recently retired, or have experienced a career transition. You are looking for objective advice about 401(k) rollovers, Roth IRA conversions, IRA distributions, and retirement-income planning. If you are single, widowed, or divorced, she has the insight and experience you are looking for. "My focus is provide you with tax-efficient IRA distribution planning during your lifetime and IRA legacy planning for your loved ones," says Lynn. Her SWAN360 process is designed to help you set your goals, reduce unnecessary risk, define your values, and control taxes as you prepare for and experience retirement. Since 2004, Lynn Shepherd has served as a retirement planning and elder care instructor for the Ohio Treasurer's Women and Money workshops. In 2011, she was invited back to teach retirement planning for the expanded Ohio treasurer's financial workshop, now called Smart Money Choices. Claim your retirement guide and SWAN360 Retirement Newsletter by visiting our website.
Michael Sidoti of Blu Dot Financial, LLC located in Akron, Ohio, is providing financial resources for the medical professional. Combining the financial and medical backgrounds of the founding partners, our firm is uniquely positioned to address the monetary challenges faced by our clientele, as well as the following services: * Tax Management * Retirement Strategies * Investment Management * Estate Conservation * Insurance Planning
I provide the following services: * Corporation, partnership and personal tax preparation * Tax and financial planning * Business analysis * Bookkeeping I'm a money coach and proactive tax strategist.
Qualifications: * Masters of Taxation at the University of Akron * CPA (Certified Public Accountant) for 23 years * CFP (Certified Financial Planner) for 5 years * 15 years experience in working with QuickBooks and QuickBooks certified Services we offer, but are not limited to: * Tax filing and tax planning * Federal, state and local income tax returns (We work with businesses ranging from start-ups to those making $7,000,000 in annual sales) * QuickBooks assistance and implementation * Financial planning and preparing financial reports * Help in setting up LLCs, Cooperations, and Partnerships * Helping businesses obtain federal licensing, ID numbers, and payroll registrations * Setting up cash-flow budgeting * Organizing books and office structure I offer a free initial consultation with myself to discuss your situation. I am also willing to have a fixed rate fee for new business owners.
I'm a financial adviser who loves to help people become debt free, prepare for retirement, and gain the financial freedom they have always wanted.
Let the pros of this company help you in planning your retirement. Aside from retirement planning, they also offer insurance evaluation and wealth management services.
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If you are looking for a reliable retirement advisor in your area, consider this individual. This expert also offers estate planning services.
If you want qualified retirement plans made for you, hire the pros of this business. They have retirement fund planning pros who have been in the trade for years now.
At Sumay Financial Group, we are a full-service financial firm committed to helping people attain their financial goals. We have access to a wide range of financial products and services which we can offer to individuals and business owners. We believe that our sound financial advice will help you identify your goals and make sound financial decisions for your future.