Here's Why You Need "One-Stop Shopping" for Tax and Financial Planning Services!
Have you ever wished all your financial advisors were "on the same page"? Have you ever felt like a tennis ball taking information back and forth from your accountant to your investment advisor to your insurance agents to your attorney? Have you ever lost opportunities because your finances weren't coordinated properly?
My name is Susan Honig, and here at Veritana Financial Planning, we see clients paying high prices because they don't coordinate advisors. That's why we offer comprehensive tax and financial planning services to clients just like you. Now you'll never have to worry about losing those opportunities.
If you're like most investors, taxes are the biggest threat to your financial future. That's why tax planning is a key pillar of your financial planning process. But tax professionals don't always see what's happening with your investments, insurance policies, estate planning documents, etc. They see the annual results. But by then it may be too late to help you make the most tax-efficient choices. Seeing all your information lets us save you more.
Veritana's Financial Review process starts with traditional tax management. But then we add asset management, retirement planning, insurance planning, and estate planning. Looking at "the big picture" gives us more opportunities to maximize your wealth, minimize your taxes, and secure your legacy for yourself and your family.
Call me at 818-725-1202 for your Veritana Financial Review. I'll find the mistakes and missed opportunities that may be costing you thousands in tax – and show you how Veritana's comprehensive financial planning process can help rescue those lost dollars.
Veritana Financial Planning, Inc.
3500 West Olive Ave., Suite 300
Burbank, CA, 91505 Phone: (818)725-1202 firstname.lastname@example.org