At Advance Tax Defense and Accounting, our highly trained and passionate team of financial planners can help grow your assets in the best way possible so that you can get back to doing the most important thing of all — enjoying them the way you always wanted.
Did you know that according to a study reported on by CNBC, roughly 33% of Americans have no financial plan at all? Over 58% of those who do say their existing efforts leave a lot of room for improvement. At Advance Tax Defense and Accounting, we can help you with:
- Setting priorities. We can help you wade through an overabundance of information, cutting through the noise and coming up with not just goals but an actionable plan on how to achieve them.
- Savings and Investments
- Planning for Retirement
- Estate and Succession Planning
- Planning for Major Purchases
- Insurance Planning
- And more