Status: Tax/Financial Planner (9)

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  • Pless-and-Company-CPAs-PA-logo

    Durham, NC CPA Firm, Pless & Company CPAs, P.A.

    Durham, NC CPA Firm, Pless & Company CPAs, P.A. We are a full-service Accounting firm licensed in NC. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Services for Individuals Services for Individuals Protecting your personal assets has never been more important. Our accounting services safeguard you and your family and optimize all your hard-earned dollars. Find Out More... Business Services Business Services Are you running your business at peak performance? Call on us to increase efficiency, stay in compliance, and boost revenue and profits. Find Out More... Tax Services Tax Services Don't pay more in taxes than you have to! Take full advantage of all deductions and credits with our tax planning, compliance, and preparation services. Find Out More... Quickbooks Services Quickbooks Services There's a reason QuickBooks is the number one business accounting software. Put this robust software to work for you with QuickBooks setup and training.

    Tax/Financial Planner
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    Financial Planning

    A comprehensive financial plan is designed to help you answer questions like: Am I saving enough? Is my family protected? Can I afford the retirement that I imagined? and perhaps a few that you haven't yet considered. What differentiates our approach is the time invested in you to uncover and understand your unique concerns and aspirations. The result is a personalized plan that reflects what matters most to you.

    Tax/Financial Planner
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    THE FINANCIAL FREEDOM HIGHWAY IS YOUR ROADWAY TO FINANCIAL SUCCESS

    THE FINANCIAL FREEDOM HIGHWAY IS YOUR ROADWAY TO FINANCIAL SUCCESS PART OF THE DURHAM COMMUNITY FOR OVER 25 YEARS. SERVING THE FINANCIAL PLANNING, INVESTING, ACCOUNTING, BUSINESS CONSULTING AND TAX NEEDS OF PROFESSIONALS, ENTREPRENEURS AND RETIREES.

    Tax/Financial Planner
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    Potter Financial

    At The Potter Financial Group, we define our role as your advocate in helping you achieve the financial goals you have for yourself, your family, and your business. Simply put, we are a team of skilled specialists. Using a consultative approach we can provide solutions and strategies for all your personal and business planning needs. Independent advice is the cornerstone of our firm. As a locally owned firm, our only obligation is our client's best interests. We are a member of the Fusion Advisor Network, a premier network of independent professionals across the country, which gives us access to some of the brightest minds in the industry. This combination of local professionals and sophisticated national resources allows us to provide best of class service, so you can enjoy your financial journey with more confidence. Whether stormy or calm seas, let us show you how we can navigate your financial journey.

    Tax/Financial Planner
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    Financial Planner and/or Investment Advisor

    Holly Nicholson has been president of her successful fee-only planning firm since 1989. Her firm’s specialty is providing objective financial and investment advice as well as personalized money management. Her goal is to help clients make smart decisions about money and other issues that impact their financial security. Holly is a Certified Financial Planner and is President of Financial Planning Services, Inc, a Registered Investment Advisory firm. She obtained her Bachelor Degree from the University of Kansas and recently went back to school, obtaining her Law Degree from the University of North Carolina – Chapel Hill in 2003. Her concentration was in estate planning, tax, securities and family law. She is a member of the Financial Planning Association. Holly is one of the first women to receive the prestigious Triangle Women Business award and she was regional finalist in the 2000 “Working Woman Magazine” Entrepreneurial Excellence Awards. Holly has a weekly financial column in the Work & Money section of the Sunday News & Observer, she has been featured on the television series “Smart Woman”, she is a frequent financial guest on television and radio news shows, her articles and quotes appear in various business publications, she was the Key Note Speaker for the Wake County 2004 Women’s Financial Summit and is author of “Money & You, A Woman’s Financial Guide”. In 2015, Holly was voted best Financial Advisor in Wake County. Best of 2015 Choosing a Financial Planner and/or Investment Advisor There will never be a better time than now to plan for a secure future. A qualified financial adviser can help you be more effective with your money, and advise you on the opportunities and strategies available. Whether it’s simple budgeting, tax strategies, estate planning, investments, business planning or insurance, the right financial adviser can help guide you. Unfortunately, there is no foolproof way to choose an ethical, qualified financial planner or investment adviser. To avoid mistakes or becoming an easy mark for stockbrokers, insurance agents, financial consultants and any others who want to advise you concerning your finances, it is wise to gain a basic understanding of the different ways financial advisers are compensated and the meaning of the credentials they may hold. You will find some helpful guidelines on selecting a planner in the “Learning Tools” section of The Financial Planning Association’s web site, www.fpanet.org and the “Consumer Services” section of The National Association of Personal Financial Advisors’ web site, www.napfa.org.

    Tax/Financial Planner
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    Craig Schmith, CFP®, MBA

    Craig Schmith, CFP®, MBA

    Tax/Financial Planner
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    Wiser Financial Coaching

    We believe a financial services customer should expect an advisor to hold his or her interests above all else. We also believe when it comes to fulfilling that expectation, the traditional brokerage/advisor model is broken. As fiduciaries, Wiser’s advisor representatives’ duty is to the client, not to a big investment house or product manufacturer. Wiser Financial Coaching offers comprehensive solutions through a spectrum of financial services. Through growing and protecting your wealth, planning for your family’s goals, preparing for and enjoying retirement, Wiser is dedicated to putting the interests of you and your family first.

    Tax/Financial Planner
  • Logo-lazarus_financial-planning.1436461129570-cropped

    Lazarus Financial Planning

    Lazarus Financial Planning specializes in the financial planning needs of socially responsible investors who are in their 20s to late 50s. Our work together is very collaborative -- with a mix of discussion, education and strategy -- and results in a cohesive financial strategy, based on what matters to you and continually adjusting to life's changing circumstances. We address gaps and opportunities in all financial areas -- cash flow, debt, taxes, insurance, education, retirement, estate plans, philanthropy, and investments. We look at your whole picture, help you implement integrated solutions, and continually adapt to life's ever changing needs. Effective planning integrates your evolving situation so you're always making new decisions having integrated relevant and timely information. My role is to walk alongside you, listening, bringing to your attention new opportunities, avoiding missteps, and offering advice based on what matters most to you.

    Tax/Financial Planner
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    Sycamore Financial Planning, LLC

    Meaningful Conversations. Financial planning is the process of meeting your life goals through the proper management of finances. This begins with meaningful conversations about your finances. Sycamore is here to help you begin this conversation. Manage Trade Offs. Financial planning allows you to understand the trade-offs between each financial decision you make. Managing these trade-offs helps you adapt to life’s changes. Sycamore has the tools to help you sort out these trade-offs. Establish Direction. Financial planning can also help you express your values which can lead to a happier, more fulfilled life. Establishing direction for your financial future can be empowering and exciting! Sycamore can help you chart the course between your finances and your values. On Going Course Corrections. Being in control of your financial life creates options. Sycamore’s services are designed to keep you on course toward your financial goals. Sycamore Financial Planning, LLC is a fee-only, hourly financial planning firm in the Triangle Area of North Carolina serving Durham, Raleigh, Chapel Hill, Charlotte and all surrounding areas. Sycamore Financial Planning specializes in providing objective financial planning to help clients manage, grow, and protect their assets through life’s transitions.

    Tax/Financial Planner

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