Tax Planning
For those who have decided to explore Tax Planning with us and have provided the various documents requested on our Tax Planning Checklist as well as completed any applicable tax planning questionnaires. Once our initial tax planning analysis has been completed, your Advisor will present their findings and recommendations, discuss potential tax-saving strategies, and answer any questions you may have. Your Advisor will also discuss potential next steps and, if applicable, work with you to implem
45 minutes
Tax Planning
For those who have decided to explore Tax Planning with us and have provided the various documents requested on our Tax Planning Checklist as well as completed any applicable tax planning questionnaires. Once our initial tax planning analysis has been completed, your Advisor will present their findings and recommendations, discuss potential tax-saving strategies, and answer any questions you may have. Your Advisor will also discuss potential next steps and, if applicable, work with you to implem
45 minutes
Financial Advisor offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
1751 Pinnacle Drive, Suite 425, McLean, Virginia 22102 > (703) 356-4360
Andrew Fincher, Financial Planner
1751 Pinnacle Drive, Suite 425, McLean, Virginia 22102 > (703) 356-4360
Andrew Fincher, Financial Planner