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Thursday, July 24, 2008
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Section: Services
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Our
Financial Planning service focuses
on changing
life patterns that inhibit economic independence. The process is thorough,
looking at all aspects of the client's financial life. The financial planner
identifies appropriate actions guiding and supporting the client toward
financial health.
Our
Tax Preparation
service includes free electronic filling,
identification of tax-saving opportunities, and support in the event of
an IRS audit. Fees are based on the complexity of each tax return.
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We realize that sometimes what a client really needs is to have a few
questions answered. Therefore, we offer time with a Certified Financial
Planner™ practitioner by the hour.
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Always be sure to ask a Financial Advisor for a copy of their:
Uniform Application for Investment Adviser Registration
(2.5 MB download)
(This document requires a PDF viewer. If you do not have one, please click
on the icon below to get one:)
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CFP® and Certified Financial Planner™ are federally
registered service marks of the
Certified Financial
Planner Board of Standards (CFP Board).
CFP licensees adhere to a Code of Ethics and
Professional Responsibility, and continuing education and disclosure
requirements in the interest of providing the highest level of
professional service to their clients.
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Copyright 2004, Equipoise Wealth Management, Inc.
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