About Us
Executive Tax & Financial Services in Stevensville will help you make the best possible decisions about your financial future. There is no automated phone service, no figuring out which plan to pick on your own. Our advisors provide attentive, personal service to you.
Taxes
An added benefit of our office is that we have financial and tax professionals who can help you make savvy decisions about your future. We offer in-person tax appointments as well as drop-off service. Let us help you make tax time easy!
Retirement
Our advisors will help you organize your finances and project the results of your pension, savings and investments so you can see how well prepared you are for retirement. We also help you make decisions with your money that will help you reach your financial goals as efficiently as possible.
College Planning
Our advisors can help you pick from the wide variety of college planning investment vehicles and funding strategies out there. We will help you determine an appropriate strategy (such as a 529 Plan), amount necessary to be contributed each year, as well as a suitable asset allocation.
Insurance
Life insurance is a good idea when you have a lot of financial obligations – i.e. kids, a mortgage, and other debt. Our advisors will help you find the highest quality insurance available that can provide a tax-free lump sum of money for a financial safety net.
Investments
Our advisors will help you create an investment strategy that is designed with your risk tolerance, timeline, and goals in mind. Whether you are an aggressive or conservative investor, or somewhere in between, we will design a plan for you that will help you reach your financial goals.
