Team
At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies *
- Retirement investing and distribution strategies *
- Estate conservation issues
- Income Tax reduction planning & preparation
- IRS tax problems
- Small Business Accounting
We also can answer your questions, including:
- Can I retire early? *
- Are my investments working hard enough? *
- What’s a good approach for college savings? *
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
- How does my business compare against my industry?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
* These services are offered by Mike Mead through his affiliation with HD Vest
Mike entered the finance industry in 1994 after serving ten years with the United States Air Force. He has served as an Investment Accountant and a Financial Controller prior to establishing Alliance Financial & Income Tax with his...
Prior to Lana establishing Alliance Financial and Income Tax with her husband Mike, Lana was a school teacher. She earned her Bachelor of Science degree in Physical Education in 1988 from Central Missouri State University. For the...
Julie Naudet joined Alliance Financial & Income Tax as a part time accounting clerk in 2011 and is now Full Time as the Office Manager. Her responsibilities include tax return preparation, billing, client relations, and what ever is needed.
