Current and expanding services include: Monthly Financials Clean-up Projects Financial Statement Reviews Payroll Services Tax Preparation & Planning
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Income tax for individuals, businesses, trusts and estates, general accounting services, assistance with QuickBooks, estate planning, investment strategies and financial counseling, payroll tax and reporting, franchise tax, and audits of small businesses.
I help people and businesses find money they didn't know they have. Hire me and you won't talk to the IRS -- EVER. What you get: Peace of Mind. Tax Free Wealth. Income Switching. A better Business. Expert Advice researched thoroughly and completely legal strategies that work so you keep more of your own money.
At Chisholm Trail Financial Group, our independent agents search from 50-plus companies to find your family excellent coverage for home, auto, life, boat, commercial and more. We serve all of central Texas including Round Rock, Hutto, Taylor, Cedar Park, Pflugerville and Austin.
We create custom 2nd Life Plans that go beyond traditional retirement advice, blending financial coaching with lifestyle design turning your next chapter into your best chapter.
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Every woman should be financially aware, self-sufficient and secure. As daughters, wives, mothers, managers of households and careers, life is already complicated enough. The financial systems in which we work, save and spend have been constructed in an overly complicated way and as a result, it does not support the way women process information and make decisions. Women have to make smart financial decisions right from the start. We have less time for mistakes, impulsive behavior and hang-wringing indecision. My mission at Majestic Oak Financial is to use education and financial planning to help women find security, confidence and balance in their day-to-day financial lives and create finance self-sufficiency and independence for the future. We can understand, function and thrive in the financial world. I help women through fee-only independent financial planning. By listening and asking questions, I providing personalized, objective, and comprehensive, financial planning and investment management services.
We are a fully independent fiduciary firm providing financial planning and investment management for individuals and small businesses.
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