We offer an annual personal financial services package that includes the following:
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Income tax preparation - We provide you with an organizer package that is designed to ease your tax return data collection. We then meet with you between February 1st and April 5th to review your situation and prepare your return. During the meeting, we will review the process and explain the various facets of the tax law. By the end of your appointment, you will have a good idea of the results of your tax return.
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"Financial therapy" - A one-hour annual financial planning meeting with Bob Alkon or Jeff Levine designed for you to discuss the financial issues most important to you. Some sample topics include:
This annual financial checkup is designed as an objective conversation regarding your needs, resources, goals and objectives. It provides a personal opportunity for you to ask questions, discuss your job or lifestyle changes, analyze your investment portfolio, and review last year's planning. It also gives us time to discuss wills, trusts, and financial planning for your family.
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Unlimited communications throughout the year are our way of being an active part in your financial well-being.
Our minimum annual fee starts at $1,500, however the fee may be increased depending on your situation. We offer an introductory meeting with one of our professionals at no charge.
We guarantee client satisfaction. If our professional service does not meet your expectations, we will refund your current fee.
