Whether you're looking to reduce your debt, send your kids to college, become financially independent, or all of the above, the first step to achieving your financial goals is to commit to an effective plan. Need some guidance? We are here to help. Income tax preparation is usually a primer to more comprehensive services we provide our clients, and tax planning is a critical component of ongoing personal financial planning.
If you choose to delegate the management of your investments to us, we will invest your money the same way we invest for our family and friends - by structuring an appropriate, customized investment portfolio around your personal financial plan.
If you choose to delegate the management of your investments to us, we will invest your money the same way we invest for our family and friends - by structuring an appropriate, customized investment portfolio around your personal financial plan.
Services
Chair Six Financial Planning, PLLC offers a wide range of services and solutions to help you simplify your financial life and achieve your goals. We understand how frustrating and complex it can be to manage your personal finances. We become your financial partner so you can free up more of your time to concentrate on the things you value most.
Chair Six Financial Planning, PLLC is a registered investment adviser and CPA firm with one very important mission - to facilitate financial stewardship through the design and implementation of appropriate financial strategies. We believe that personal financial planning is one of the most important services that successful people use to create an extraordinary career and personal life.
NEW YEAR LETTER 2021 Well, to begin by stating the obvious, no one is sad to see 2020 fade and a new year begin. All our lives have seen disruption-loved ones died, businesses closed, children are still not in school. I remember thinking back in March. It *should* be a less hectic tax season, but I'm not holding my breath.
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