Tax Planning - Chartered Financial Services, Inc. Atlanta

For Your Information

Tax planning is an integral part of Financial Planning. In the course of creating plans for the long-term future, taxes cannot be ignored. Sensitivity to market and economic direction combined with a sense of tax planning and the opportunities that may present themselves to clients can be a very powerful combination of services.

Be careful where you get advice. A working relationship between your Financial Planner and your Accounting Firm is to be expected. We believe clients are better served when these services are provided by separate organizations. If you are currently receiving both accounting and Financial Planning/Investment advice from a single source, we recommend that you ask us for a second opinion.

Tax Planning - Chartered Financial Services, Inc. Atlanta
 
 
 
HOME Form ADV View Accounts Online Contact Us Site Map