Offering Tax Efficient

Financial Planning ^SM*

  TAXES and FINANCIAL PLANNING *

Preparation of your tax return should be the culmination of on-going yearlong planning.  Tax laws are constantly changing and your financial planner should have the knowledge and expertise to apply those laws to your investment strategies.  Keeping up-to-date with new tax laws to better advise clients is a top priority at Plus Accounting, Inc.

What does “tax efficient financial planning*" mean?  Financial planning is simply a way of managing one’s finances in such a way as to address your life’s goals.  At Plus Accounting Inc., Cathy Bowen, an experienced H. D. Vest Advisor, is committed to offering comprehensive financial planning*.....

because what happens to one affects the other.

Many clients find that consolidating their accounting and investment needs with one person provides a more complete analysis of their total finances as well as simplifying their lives.  Building upon the existing partnership Cathy has established in providing tax and accounting solutions, she will now ask questions to gain a deeper understanding of your investment goals and dreams.  Maybe some of your concerns are education of your children or grandchildren, planning your retirement, structuring distributions from your investments during retirement or leaving a legacy.  Only after asking in-depth questions and understanding your concerns can she design a personalized investment strategy to help you address your individual goals. 

"The partnership I have developed with clients is built on trust and communication.  It is important they understand I will be with them every step of the way to answer their questions and monitor their investments as we work together to increase their net worth." 

Cathy Bowen