I had him for several individual tax planning meetings. He was detail described which way I should consider among many choices. He is my tax consultant for a long time. Only one thing is he will not push you to one direction and but he will say which way is better your situation.
As a recent retired teacher, I had many decisions to make regarding my STRS pension, my 403b and what to do with my severance pay. Chris Watson met with me many times to educate me and advise me on my options. One year post retirement, I feel confident that I made the best decisions for me with Chris' assistance. His ongoing services keep me informed and secure in my financial goals.
Serving Columbus, OH and outlying areas, M. Jonathan Will is offering the following services not limited to financial planning, estate planner, insurance planner, retirement planner and wealth management.
Serving Dayton, Ohio, and outlying areas, Michael Moloney and associates of SS D Financial, Inc. are offering the following services, but not limited to, asset management, estate planning, financial planning, income tax planning and insurance advice to help clients reach their financial goals.