Learn how our Retirement Blueprint process will help you see a path to the confident financial future you've always wanted. When building a Retirement Blueprint, you have choices - and you deserve to see all of your options in front of you. Custom Wealth Solutions provides valuable knowledge and experience to help ensure you are armed with everything you need to be successful in this next adventure of your life.
We take a wide-angle approach to assessing your financial status, considering every aspect. No financial plan is cut and dried - and a complete financial analysis is important in order to meet your financial goals. Tax laws change every year - and this year is no different! This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises.
We take a wide-angle approach to assessing your financial status, considering every aspect. No financial plan is cut and dried - and a complete financial analysis is important in order to meet your financial goals. Tax laws change every year - and this year is no different! This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises.
Services
We work with clients to not only preserve their wealth, but simultaneously help them grow it, while saving them in taxes and helping ensure retirement success. Passion drives Mike Windle in all aspects of his life. Whether it be helping his clients achieve their financial goals, caring for his family or rooting for his favorite sports teams, Mike is dedicated to doing his best because he cares.
Custom Tax Solutions is owned by Mike Windle, RICP, and James (JJ) Sovinsky, CPA. Our firm's mission is to take a proactive - not reactive - approach to your tax situation, keeping you informed throughout the year while we still can affect your tax bill.
We focus on working with financial advisors to not only prepare your taxes professionally, accurately and on time during tax season, but to also work with you during the year to make sure we are actively making decisions to ensure you pay the lowest amount of taxes legally required.
We focus on working with financial advisors to not only prepare your taxes professionally, accurately and on time during tax season, but to also work with you during the year to make sure we are actively making decisions to ensure you pay the lowest amount of taxes legally required.
When building a Retirement Blueprint, you have choices - and you deserve to see all of your options in front of you. Custom Wealth Solutions provides valuable knowledge and experience to help ensure you are armed with everything you need to be successful in this next adventure of your life. We take a wide-angle approach to assessing your financial status, considering every aspect.
Custom Wealth Solutions is owned by Mike Windle, RICP, who launched it to provide clients with a partner dedicated to taking a holistic look at their wealth management needs. The firm's experienced team provides customized financial advice designed to help grow your assets while minimizing risk within your portfolio.
We are committed to educating everyone about finances. Our workshops are free of charge and are packed full of valuable, relevant information that matters to you and your retirement. Topics include taxes and social security; we also regularly host established financial figures from around the country.
Reviews (4)
Uncle Scroge
Jan 22, 2020
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Ray Kathawa
Dec 04, 2019
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Eleanor Edwards
Oct 19, 2019
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Connie Martin
Jun 17, 2019
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We are very satisfied with this financial organization! The only thing i regret is not coming to them sooner. It is so important to have a good financial adviser. I highly encourage C Curtis and associates. Our money has grown and we never had to pay anything? Not sure why the lady had a negative comment??
We also visit our financial advisor every 6 months to review our finances and discuss goals.
We are very grateful,
Steve and Connie Martin
We also visit our financial advisor every 6 months to review our finances and discuss goals.
We are very grateful,
Steve and Connie Martin
