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Browse these retirement planning services with great ratings from Thumbtack customers in Cedar Park.
Lila Ramos was a very qualified professional. I had never used a tax preparer and she asked all the pertinent questions and I could tell she was quite efficient in her line of work. I plan on using her tax preparation service in the future. I was quite impressed!
I was very overwhelmed with how to structure my retirement. Mike was very helpful and got me squared away! - Roberta Jean
Ryan took the time most other life insurance agents I have met would not to get me the best possible life insurance plan, and even worked with me thereafter to edit the plan after getting approved for it and getting it reviewed. Was professional with a smile thru out the experience, and was a pleasure to work with. Ryan was very prompt in the follow up, and thankfully was easy to communicate with by phone, text and email, something I guess most other insurance agents I have ever met still have yet to figure out. Would highly recommend anyone I know to use Ryan to get a competitive quote between work and spare time, he was willing to meet me at Starbucks, my apartment, and even a worksite I was at around my busy schedule.
Financial needs today are more complicated than in years past. It seems that there are more questions about the future, and for many people, there are more uncertainty as well. We believe that proper planning is critical to your financial security.
We are financial advisors assisting people nearing retirement or currently retired. We are considered "holistic advisors" because we help individuals with both "red money," or market money as well as, "green money," or safe money. This is important because if you work with only one or the other, the advice you receive may be biased.
I've enjoyed doing business with Integrity Bookkeeping and staff, everything from uploading my documents to working one on one to my make sure I received the maximum refund as possible. I'll definitely be planning to file with them the years to come.
I am a certified financial planner for high-net-worth professionals. There are no fees or commissions. I provide real financial servicing.
We offer professional financial services. We help our clients with insurance and financial planning. We represent several companies: New York Life, Mutual of Omaha, American Funds, Assurant Health, Crump, and United Health One. Our team assists small to medium businesses and individuals build a plan to take care of their needs for life insurance, long-term care, Medicare, health insurance, employee benefits, disability insurance, estate plans and retirement plans. We are always client focused and understand that we work for you.
I believe what sets us apart is that we take on an educating approach to everything we do and offer here at Capital Choice. We want our clients to understand where they are and where they want to go financially, and make their own educated decisions as to how they want to get there. We are truly, only a guide to them on their journey to financial freedom.
Paul was very helpful in getting me and my tax situation in order. He caught me up on all my filings and helped develope a tax planning strategy for future years!
I had stocks, prior 401ks situated in poor investments and cash sitting in savings accounts earning very little. Harold and Marissa helped organize everything and delivered a financial plan that first assessed my current situation and tolerance for risk. Throughout the process they were very sincere, responsive and knowledgeable about how to put together a plan that was consistent with my financial goals. They listened to me advised based on my goals, which my last financial advisor did not. I am so happy I found them and have since referred a couple family members to them.
Norman did a great job on my taxes. He was so efficient because he knew what he was doing. He gave me good advice on tax implications for selling my house that I wasn't even aware of. He's my tax man from now on!
2017 was the first year I used Anderson Financial Consulting for my taxes. It was the easiest process that was not only informative but efficient. Eric will be doing my taxes for years to come. He is always a phone call away, even when silly questions pop up. Stop wasting money and time at H&R Block, etc. If you are a business owner, or just need help with budgeting and financial planning, you need Eric in your corner.
Guideway Financial is an independent, fee-only financial planning firm that provides consulting, comprehensive planning, retirement planning, college planning, and more. We create retirement plans that generate income over an exact time period, limiting any worry over running out of money. As fee-only advisors, we are not sales people. We do not sell products or charge commissions. We are fiduciaries, putting your interests ahead of our own. And, we provide advice no matter where your money is held, or the income source (employer-held 401(k) and 403(b) accounts, IRAs, real estate, pensions, Social Security, and more). The emphasis at Guideway is upon highly optimized portfolio management, saving money through no-load mutual fund investments and tax efficiency. Our services are tailored to provide as much help as you would like, and nothing more. With a fixed fee approach, you pay only for what you need -- no percentage of AUM, no commissions, and no hidden fees.
He worked with me with the small budget that I had and even went above and beyond with sending me an email on what I had to do to enhance the plan that I had..