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Graduation... Marriage... New Baby... Divorce... Military... Retirement... Loss of a Loved One...
Are You Currently in a Transition?
If not, you will be at some point. Change is inevitable and it's often difficult to navigate alone - especially when it comes to money and taxes.
There are technical tax and financial planning topics like what to do with the retirement plan, 401(k), or a sudden inheritance.
You might be thinking about buying a house, starting a business, or even exiting from or not returning to work.
There are also less technical considerations such as simply wondering if you can reasonably afford that next vacation getaway or car purchase without derailing your long-term plan.
The decisions can feel overwhelming.
Objectivity and empathy from a trusted fiduciary is invaluable.
Jason Reiman, MS, CFP®, CDFA®, MPAS®, EA
As a military veteran and divorced father of two incredible children, I understand that life doesn't always go as planned.
I specialize in assisting you through your life's transitions.
Whether you're planning for a transition from the military back to civilian life, struggling with the financial aspects of divorce, or wading through the difficulties of the loss of a loved one, I'm here to help.
Together, we'll help ensure you get and stay financially fit - regardless of the transitions you face.
While I realize there are a lot of options out there when it comes to hiring a tax/financial adviser, I strongly believe I'm second to none.
Here are some highlights:
$250 per hour for work performed in meetings, preparation, and post-meeting follow-up.
(Most-costly option but least commitment. Best for single questions/second opinions).
You submit 1-4 topics/questions and I'll provide you with a flat-fee proposal to complete the work you request.
(Not comprehensive - so often not the most efficient. However, lower cost than hourly and less of a commitment than Comprehensive Financial Planning.)
Comprehensive Financial Planning ensures no stone goes unturned in your financial life...
$1,200 upfront ($600 due upon execution of our Agreement, remainder due at our "Plan and Recommendations" meeting). The fee includes multiple meetings and creation of a very comprehensive financial plan document. From there, we roll into an ongoing relationship, starting at $99/month (fee calculated based upon your total income and net worth). It's a month-to-month agreement - there is no long term commitment but I suggest at least six months.
Your monthly fee includes any investment/wealth management service you may require. I recommend setting up accounts with TD Ameritrade Institutional where I have an advisory relationship setup.
(Best value overall. Requires a time commitment in exchange for added ongoing peace of mind and objectivity).
I happy to handle all aspects of tax and accounting, including individual, business, and rental real estate. I offer tax services standalone, or in an ongoing format, called Tax Relationship. Comprehensive Financial Planning clients receive 50% off the Tax Relationship fee.
Instant Access to Professional Tax/Financial Planning Software
Click below for instant access to the same awesome software I use with each of my clients.
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All Your Tax Needs, 1 Affordable Monthly Fee.
Taxes are complicated and time consuming. Even if you're a die-hard DIY'er, you probably should be doing something else with your time. Get expert tax advice all year.
Let's Meet. Web/Phone Quick Chat.
Considering working with a financial planner? Wondering if the relationship makes sense? Have questions about my services/fees?Let's talk over the web or phone.
Each individual's situation is different, and they're going to approach the topic of debt differently. I don't believe there is a general one-size-fits-all approach.
CNBC.com | 25 October 2016
I provide financial coaching and planning within my practice. Since the true value of a coach is the ability to bring out the very best in a person, I don’t think it would be sufficient to provide coaching and not planning, and vice versa.
Forbes | 27 September 2016
Financial advisors need not only be technically competent but also demonstrate strong empathy and care in working with each client.
InsuranceNewsNet.com | 7 September 2016
...the best candidate for this type of mortgage is someone who has a strong, consistent, and possibly increasing income to handle the larger monthly payment.
Money Magazine | 8 August 2016
The biggest mistake is to begin investing when you should be saving. Typically, if the funds will be needed (or expected to be used) in less than five years, one should not commit such funds to investment goals. That is, you shouldn’t seek to earn much of a return, if any, on money you will need in a rather short time frame.
Cheatsheet.com | 21 May 2015
It might seem early, but planning for next year's summer vacation now can help ensure you have the funds to pay for it.
U.S. News & World Report | 2 September 2015