Services

 

Let Us Help You Master Your Money

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you pursue those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.

 

Tax Planning & Preparation
Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services. Visit our Tax Library or Important Tax Resources for additional resources.

Financial Services*
Mike can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family's future. Mike may assist you with 401k rollovers, Traditional and Roth IRAs, Brokerage Accounts, Variable Annuities, Educational IRAs, Mutual Funds and Term Insurance.

College Planning
You've worked hard to get where you are today. You may even be in the position where you can afford to help make saving for college education easier for your children, grandchildren, nephews, nieces or friends. What better way to create a long-lasting legacy than by contributing to higher education. Mike can help you make college your long-lasting legacy. 

IRS and State/Local Representation
Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We also negotiate Offers in Compromise with the IRS. 

Estate Planning
Everyone should consider doing some estate planning, no matter how large or small your estate might be. However, estate planning can be a difficult process and can bring some emotional issues to light. Should you choose to put off proper planning now, it could cost your loved ones later. Estate taxes can devour the value of the estate that is intended for your heirs. Proper planning can eliminate this worry. Mikecan help you develop a plan to maximize the amount you leave to your heirs and minimize the amount you leave to Uncle Sam. 

Commercial & Residential Financing 

  • Residential & Commercial
  • Purchase                                          
  • Refinance
  • Debt Consolidation
  • Reverse Mortgages
  • Perfect credit to no credit
  • FHA/VA

                                                                  

Debt Freedom Coaching 

 Myth: Debt is a tool and should be used to help create prosperity.

  •  Truth: Debt is not a tool; it is a method to make banks wealthy, not you.

Debt is dumb. Most normal people are just plain broke because they are in debt up to their eyeballs with no hope of help. If you're in debt then you're a slave, in the sense that you do not have the freedom to use your money to help change your family tree. According to a recent USA Today article about debt, 78 percent of baby boomers have mortgage debt, 59 percent have credit card debt, 56 percent have car payments.

It takes a lot of will, discipline, courage and help to slay the debt monster. But it can be done. Imagine how much you could put toward retirement if you just didn't have a stinking car payment? This is how the wealthy build their wealth.

We can create a plan to eliminate your debt over a period of time and begin investing the increased cash flow to build wealth.  We schedule monthly meetings to discuss your progress and keep you on track and ask you to commit to investing to create wealth. We will work together to achieve your goal of debt free living and wealth creation.  Contact me to set up a consultation to become debt free.

 Consulting Services
Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.
 

Payroll Services  

Now you can trust your payroll is in good hands.  There's nothing better than personal attention from a trusted advisor who knows your business.  Our high-quality payroll service is customized for you and your business.  Rely on us to deliver top quality service all year long.  You'll be delighted with the results.

Payroll Brochure,  Payroll Service Comparison Chart,

Benefits of Our Payroll Service, Payroll Overview

Financial Statements
Our firm prepares professional financial statements as well as tailor-made financial analysis that can help business owners and managers eliminate inefficiency and realize a business full profit potential.

 

 

 *Mike Mead offers these services through his affiliation with H.D. Vest Investment ServicesSM.