We believe that managing all aspects of Life's Cash Flow is the most effective way to achieve your goals. That is why we take the time to look at all of your finances: savings, investments, insurances, taxes, and debts. In today's market, it seems that everyone is fighting for your money, but do they have your best interests in mind?
Let us help you win that fight, so that you can reach your true goals. You see, all tax and financial advisors are not the same. That's why we take the time to listen to you, and learn the goals that you want to achieve. It truly is not about how much money you make; It's about how much you save.
Let us help you win that fight, so that you can reach your true goals. You see, all tax and financial advisors are not the same. That's why we take the time to listen to you, and learn the goals that you want to achieve. It truly is not about how much money you make; It's about how much you save.
Services
David Schleis is the founder of DS Financial Advisors, Inc., a small business tax & accounting firm & DS Wealth Advisors, Inc. an investment advisory firm located in Pittsburgh, Pennsylvania. His firms specialize in individual & small business tax & investment planning with an emphasis on small business tax strategies.
The financial aspects of caring for an aging parent or a family member can be a daunting task. The day-to-day tasks - bill paying, balancing a checkbook, or responding to emergency needs can be emotionally draining. Providing Resources to questions about all types of insurances and social security benefits.
Estate planning is far more complicated and involved than most people realize. If you don't have a full understanding of your legal and financial rights, it is going to end up costing you or your family thousands of dollars, or leaving a valued family possession to your Great Aunt Edna. If you think that you are too young to worry about estate planning, or perhaps you are waiting until you have more "estate" to bother with, think again.
Some view it as optional; some have simply procrastinated when it comes to buying a policy. In reality, life insurance is cheap today. If you just want term life coverage - essentially, life insurance that you "rent" for X number of years - you may find it quite affordable wherever you live.
Plugging in some sample variables, a little comparison shopping online reveals that a 40-year-old, non-smoking woman in excellent health who lives in New Hampshire would pay premiums of just $380-420 a year for a 20-year level term policy with a $500,000 death benefit.If you choose permanent life insurance rather than term life, new possibilities emerge.
Plugging in some sample variables, a little comparison shopping online reveals that a 40-year-old, non-smoking woman in excellent health who lives in New Hampshire would pay premiums of just $380-420 a year for a 20-year level term policy with a $500,000 death benefit.If you choose permanent life insurance rather than term life, new possibilities emerge.
Payroll is a tedious process. The cost difference between outsourcing your payroll, versus preparing it yourself is minimal. To streamline the payroll process, we add a majority of our clients to Quickbooks bookkeeping software. DS Financial will customize the payroll service based on your needs. We can integrate with Quickbooks via live processing by logging into your system, or by having you sending us your Quickbooks file.
