| WHO WE ARE
Tax & Financial Strategies, Inc. is a fee-only advisory firm providing investment management, comprehensive financial planning, and tax preparation services.
We do not sell insurance or investments. We refuse to accept any compensation or consideration from "12b1 fees", transaction charges, referral fees, or commissions of any kind. We are completely independent and therefore have no bosses other than our clients. This frees us from all conflicts of interest. Our planning and investment advice is determined solely by what serves our clients' individual needs.
Tax & Financial Strategies, Inc. can help with expertise both broad and deep. We have a thorough knowledge of investments, retirement plans, education planning, taxes and estate issues, insurance, budgeting, debt management and all aspects of financial planning. One advisor for all of your concerns.
We offer a long-term relationship with a trusted financial advisor who knows you, works for you, and has your best interests in mind. |