Financial planning for people who hate financial planning. We are fiduciaries and fee-only. We help our clients with: Retirement Planning, Home Buying, RSUs/Stock Options. Student Loan Debt, Credit Card Debt, Life Insurance.
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Bridgetown Wealth Management assists individuals in achieving their financial goals, specializing in clients with portfolios exceeding $500,000
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Fee only financial planning with a focus on sustainable investing. I help you organize your financial life, define your short and long term goals, and build a roadmap that will guide you to success.
Fee-only Certified Financial Planner (CFP®) and Licensed Tax Consultant helps you plan and file Federal, State and local taxes. * Tax Preparation for tax year 2025: Personal tax returns for individuals and Single Member LLC's. Small businesses and rental properties OK. *Tax Planning: Find out what the recent tax law changes will mean for you and how you might be able to reduce your tax bill. For your convenience, we can work remotely using my secure portal and Zoom. Cost varies by complexity of the return; call for an estimate based on your unique situation.
Beech Creek Financial Group is a full-services firm offering fee-based financial planning. We are an experienced team of financial advisors. Being an independent financial services firm allows us the freedom to advise our clients with objectivity and autonomy. You benefit from our ability to select from the financial instruments in the industry...not just from one single source.
