Certified Financial Planner/Tax Preparer/Southeast

I am a CERTIFIED FINANCIAL PLANNER™ practitioner certified by the Certified Financial Planner Board of Standards in Denver, Colorado. I am also a Registered Tax Return Preparer on personal and small business taxes for ten years. In addition, working as a financial planner for the last six years. It has been challenging and exciting working with clients to help them reach their life goals and secure their financial future has been rewarding. Helping people with whole life planning such as estate planning, insurance planning, tax planning, cash flow management, retirement planning, employee benefit options, financing or mortgage selection, education funding, pension consultation and portfolio analysis. Specialties: Whole Life Planning and Tax Preparation. Adding a tax department to Liberty Financial Group gave the company the opportunity to offer clients a complete financial package at one office.

Accountant