Retirement plan strategies: when to take Social Security, how much to spend of other income sources for low taxes & preservation of funds. Real estate advice: feasibility of home purchase and advisibility of home selling, house upgrades, or real estate investments. I specialize in explaining investment basics (savings accounts vs. mutual funds, stock investments and annuities).
I help clients identify investment needs, such as starting a 401K for a self-employed person, or consolidating past 401Ks and IRAs.
I help clients identify investment needs, such as starting a 401K for a self-employed person, or consolidating past 401Ks and IRAs.
Services
A good retirement plan should determine if you will have enough money (from pension, Social Security, outside savings and investment income) to live comfortably until old age. Retirement Planning can help you understand the smart way to use funds from your IRA, Roth IRA and other investment funds when you are retired.
Budgeting will let you know if you can afford an extra cost like a new car, a trip, new clothes, or furniture. If you can't afford something new now, a budget can help you predict when you might be able to afford something in the future. A budget can give you an incentive to earn more money - either with your current job or by doing outside work in addition to your job.
Reviews (10)
Konstanze Klaus
Jan 04, 2021
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Positive: Professionalism, Responsiveness, Value
I have been working with Ellen for probably over 15 years. She helped with my ever changing personal and business taxes. She guided me through my financial ups and downs over all these years. I greatly appreciate her knowledge and professionalism. I highly recommend her.
I have been working with Ellen for probably over 15 years. She helped with my ever changing personal and business taxes. She guided me through my financial ups and downs over all these years. I greatly appreciate her knowledge and professionalism. I highly recommend her.
Jeff Santiago
Jan 02, 2021
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Sarah Lee
Sep 18, 2020
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My husband and I've been preparing our taxes and getting financial advising from Ellen for 10yrs now and we've been very happy with all the services Ellen provides. She's very clear and thorough with her explanation and always happy to help answering any questions we might have. She has so much knowledge and experience but offers very competitive pricing and you can tell she has a lot of passion and energy for what she does! We would recommend anyone to trust Ellen with their tax preparation and financial advising!
Robert Clubb
Sep 06, 2020
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Sandy Watts
Aug 23, 2020
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Ellen is the best! She came highly recommended to me by a couple of friends over 10 years ago and I have been doing my taxes and financial planning with her since then. She is knowledgeable, professional, and such a friendly/ kind person (non judgemental as my taxes were a mess the first time I saw her). I would not hesitate to recommend her to anyone.
C. S.
Jul 30, 2020
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Anton Bakerjian
Jul 19, 2020
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Mike Rose
Jul 11, 2020
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I have been a client of Ellen Holden’s for over two decades, and I can say without reservation that she has unerringly given me good advice, has been up-to-date on changes in tax code and related legislation, has been principled in all her interactions with me, and explains what she’s thinking with clarity and in a way that has made my financial decisions easier. I give her my unqualified recommendation.
Tracey Landworth
Jun 29, 2020
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Darcy Mann
Jun 24, 2020
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