Our Services- Tax Preparation and Financial Specialists
At Consolidated Financial Solutions, our mission is to assist our clients with their financial needs, through the use of tax planning, preparation and financial instruments. This is accomplished by providing a central focus of personal attention and service. We at Consolidated Financial Services know how difficult it can be to find a good financial professional; while there are many options out there, we believe we have services that may benefit you, and that we can build a lifelong relationship together.
Consolidated Financial Solutions, stands proudly because of the insurance products it offers and satisfaction of our clients. Our retirement strategy approach is based upon a thorough analysis and breakdown of your current financial situation and future retirement plans. We ask the important (and often not thought of) questions that can assist you, the client, to come to understand and choose insurance products for your retirement.
Through our one-on-one client meetings, our ultimate goal is to leave you confident and satisfied with your chosen insurance products..
- A comprehensive analysis to ensure a maximum refund amount.
- Personal and Corporate returns to minimize tax liability.
- We want to provide you with the information to choose insurance products that fit your retirement needs. Remember - planning for retirement isn’t a one-time step; it is often a renewable process.
- Annuities can offer a unique blend of protection from market risk, credited interest and tax deferral. With so many choices available, we can help you navigate the in’s and out’s so you can have the knowledge to choose a suitable option to fit your needs. An annuity is an insurance contract designed to provide an income stream in retirement. They are long term vehicles and may be subject to surrender charges and withholding fees. Plan your retirement with guarantees*!
*Annuity guarantees are backed by the financial strength and claims paying ability of the issuing company and may be subject to restrictions, limitations, or early withdrawal fees.
- Your life is an invaluable asset. Let us make sure you and your loved ones have appropriate coverage with the flexibility to meet the changing needs you may face in the future.
- We can help you compare health plans and answer any question you may have utilizing our expertise, knowledge and tools, as well as apply for medical coverage. We can get you on the right path today!
Final Expense Insurance
- One of the most difficult times of life is planning a funeral - either for yourself or for a loved one. The process can be stressful, both emotionally and financially. We can help bear that burden by discussing options and information regarding funeral arrangements and planning.
By contacting us, you will receive information regarding insurance products which may be available for purchase.