Financial Planning
If you can dream it, you can do it!
We strive to help our clients reach their financial goals and dreams for the future. Not only focusing on building and preserving your personal wealth
but also the tax implications that may arise along the way.
We believe in building client relations and we are always here to answer your questions
and provide advice.
We help you...
Save enough for a comfortable retirement
by
identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls,
and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Find options to help save for your child's college education. We can estimate the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.
Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs, as well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.
Contact Cheryl by clicking here
To find out more info about Estate Planning, please click here
To find out more info about Tax Planning, please click here
Cheryl Wilson, EA, CFP is licensed to sell securities, mutual funds,annuities, life insurance
and
long term care in the following states: AZ, CA, ID, IL, KS, NM, and WI.
Securities Offered through J. W. Cole Financial Inc – Member FINRA/SIPC
Advisory Services Offered through Jonathan Roberts Advisory Group Inc
6928 W Linebaugh Ave Ste 101, Tampa, FL 33625 813-935-6776
