Tax Appointment
Schedule a Tax Appointment with Maziarz Tax Service, LLC.
Tax Return Pickup and Review
Schedule a Pickup and Review of Competed Tax Return with Maziarz Tax Service, LLC.
60 Min Introductory Meeting
We look forward to helping you meet your financial goals!
60 Min Discovery Meeting
Let's take a look at your current financial portfolio and discuss.
60 Min Implementation Meeting
Let's discuss how we're going to help you meet your financial goals!
60 Min Plan Presentation Meeting
Let's look at your current financial standing more in depth.
60 Min Signing and Onboarding Meeting
We're looking forward to working with you!
60 Min Client Quarterly Review Meeting
Schedule a time to discuss your quarterly financial review.
60 Min Year-End Tax Planning Meeting
Schedule a meeting with your team to discuss your year-end tax plan and next year goals.
60 Min Annual Portfolio Review
Schedule time to discuss your Annual Portfolio Review
60 Min RMD Client Review
Schedule a time to discuss your Required Minimum Distributions
60 Min Estate Planning Wealth Transfer
Schedule a meeting with your team to discuss your Wealth Transfer to your Beneficiaries
60 Min Beneficiary Planning Retirement Accounts
Schedule a meeting to review current Beneficiaries and Design a Wealth Transfer Plan
120 Min Family Meeting
Schedule a family meeting for lunch or dinner to introduce transfer of wealth generational strategies
180 Min Introduction to Trinity Wealth Solutions LLC
Your invited to our live seminar What's Different About Trinity Wealth Solutions LLC