Individual Wealth Blueprint

=== From $89/Month ===

Comprehensive financial and tax services designed to help you reach your goals faster.

  1. Personal Net Worth Statement – Know where you currently stand and track your progress over time.
  2. Financial  Goals & Planning РA strategic plan for your personal finances and the proactive support you need to reach your goals.
  3. Proactive Tax Planning – Ongoing review of your income taxes so you know you’re paying the least possible tax & can invest your tax savings.
  4. Income Tax Paycheck Withholding Analysis – A review of your tax withholding to make sure your not providing an interest free loan to Uncle Sam all year. You also don’t want any bad year end surprises.
  5. Preparation & E-filing of Your Individual Income Tax Return – Your federal and state income tax returns will be professionally prepared by an experienced CPA.
  6. IRS Correspondence Assistance РNo need to fear when you receive correspondence from IRS, or State Tax Agencies.  If you receive a notice related to a return we prepared, send it to us. We will tell you what it means and exactly what needs to be done to address it.
  7. Unlimited Access to Professional Advice – Enjoy unlimited access to your personal financial advisor. We provide ongoing advice and knowledge to help you reach your goals for the future.
  8. Investment Management and Portfolio Services –¬†We offer investment portfolio management through our separate sister company, a fee-only fiduciary registered investment advisory firm, Winterstone Wealth Management LLC.

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