Building Your Wealth and Financial
Security Starts With Simple, Straight Talk From a Licensed
Professional
"Discover two essential considerations when selecting a
Certified Financial Planning Consultant or Advisor"
Most successful individuals and business
owners like yourself are bombarded everyday with letters, post
cards, telephone calls, TV ads, radio ads, magazine ads from stock
brokers, investment companies, insurance companies and individual
salesmen all trying to sell you one financial product or another.
All claiming help you plan your financial
future. All stating that they have your best interest in mind.
Some do, there are many responsible, experienced professionals who
have your best interests in mind. But the challenge can be finding
the right one.
You need someone who can "talk straight"
with you plus has the professional credentials and experience in
all of the critical areas essential in building your financial
freedom and security... safely.
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"Piece of Mind...Reliable Financial Guidance"
“Your
solid tax and always reliable financial guidance has been of
incredible help to me. It is no stretch to say you’ve lifted
the burden of preparing my taxes and guiding my investment
strategy as I prepare for the future off my shoulders. I
sleep soundly at night knowing that I am able to depend
on your always honest and reliable advice and counsel.”
T. Skilling III, Weatherskill, Ltd. |
This is even more important for the business
owner and self-employed individual because your business and
personal financial success often greatly impact each other.
Here are a couple of questions to ask
yourself when choosing a financial advisor.
1) Do they have the credentials and
experience to fully understand both financial planning and tax
planning.
Often tax planning is forgotten, done with
limited knowledge or you have to pay additional fees to a CPA.
This all adds up to more fees that you pay or more taxes that you
pay to the IRS.
Because 32% of the average American's
expenses are taxes, this represents the largest single area to
improve your wealth. This is done with financial and tax planning
that are designed to work together.
2) Do they have the credentials and
experience to fully understand both business financial planning
and business tax planning.
This is essential if you own a business, are
self-employed or own even a part of a business or partnership.
Thousands of dollars every single year are needlessly sent
directly to the IRS because of improperly integrated business and
personal financial and tax planning.
Often business financial and tax planning is
forgotten, done with limited knowledge or you have to pay
additional fees to a CPA. This all adds up to more fees that you
pay or more taxes that you pay to the IRS.
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We saved over
$100,000...
When dealing with large sums of money and future retirement
plans, you were a great relief
“We would like to thank you for all of the
many hours you put into the sale of our property. Your tax
strategies saved us well over $100,000 in taxes. Your
expertise and handling of the 1031 Exchange certainly
reduced our stress level during the many months of
negotiations and meetings. When dealing with large sums of
money and future retirement plans, it was a great relief for
us to have someone we have worked with and trusted, for over
23 years, handling our tax concerns."
Ed Kendall -- Founder & President of E&O,
Inc. |
29 years ago I recognized this
challenge for individuals striving for financial freedom and
decided to dedicate my career to providing exceptional financial
planning services with studied, credentialed expertise in "All
of The Critical Areas Essential For Your Financial Success".
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"You Have Saved Me Thousands of Tax Dollars"
Dear Howard,
"For the last twenty-seven years, it has
been my pleasure working with you as I could always count on
you to constantly be looking for ways to minimize my taxes.
You have always been available to discuss investment ideas
prior to my making any moves, and, so many times, you have
saved me thousands of tax dollars. Your help has been
invaluable to both me and my company in the past and the
present... I am looking forward to another 27 years of
working with you." Ravin D. Ray, President
-- DuKane Properties, LLC |
As a Certified Public Accountant (CPA) I am
trained and certified to provide both business and personal financial and tax planning and
advice as well as tax planning and advice. Plus I am a
Personal Financial Specialist (PFS) which is recognized by the American
Institute of Certified Public Accountants as an expert in providing personal financial
planning and advice.
But I don't consider that good enough for
you.
I am also a Certified Financial Planner (CFP(R))
so that I am trained and certified to understand financial
planning inside and out.
But I still don't consider that good enough
for you.
That's why I am also a Certified Senior
Advisor (CSA). I am trained and certified to uniquely
understand the special needs of seniors and how to best plan for
your senior years to maximize your financial security.
What I can uniquely do for you is provide
the Full Spectrum of Straight, Credentialed, Experienced,
Financial Planning and Advice. Now you can avoid the pitfalls
when receiving "limited" expert advice so that you can more
quickly and safely secure your financial future.
And really isn’t that what it is all about? Creating the financial
freedom and security that you and your family deserve.
Now take the first step secure your
financial future.
Call 847-243-3600 or email
Howard@SaveMoreTaxes.com
By the way, to help you take advantage of
one of the best wealth building strategies SAVING TAXES register
for my complimentary report “How to Double Your Deductions and
Slash Your Taxes to The Bone” in this report you will learn:
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How to deduct your next vacation
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How to let the IRS pay for your kid's
summer camp |
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How to throw away your receipts (and
still take a deduction) |
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How to deduct commuting mileage
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How to use the new law that turned a
small business tax loophole into a crater!
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How to avoid the biggest small business
tax mistake you can ever make |
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