ALLEN & CHEW, P.C.
FROM TAX PLANNING TO INVESTMENT AND ESTATE PLANNING, WE CAN HELP YOU REACH YOUR GOALS AND KEEP THE PROMISES THAT YOU HAVE MADE TO YOURSELF AND TO YOUR LOVED ONES
Have you asked yourself these questions lately?
Am I paying too much in income taxes?
What can I deduct legitimately?
Do I really know how my investments will affect my taxes?
How will I be able to afford to send my children to college?
How can I achieve financial peace of mind?
When will I be able to retire?
Will I have enough money to retire with dignity and independence?
Will I be able to leave a legacy to my children or grand children and how can I do that?
What will I do if I need in-home or nursing home care?
What will my family do if something should happen to me?
All of these things can add additional stress to our lives.
Having a comprehensive financial plan in place can help to alleviate much of this stress.
For several years we have been helping clients do just that, from tax preparation, estate planning and wealth care planning, we have helped people develop their goals and realize their dreams.
By being both tax professionals as well as financial advisors, we can develop a plan specific to your needs and goals.
Call us or e-mail us at firstname.lastname@example.org today to set up a time that we can review these things with you and help you meet these dreams.
Allen & Chew, P.C.
Certified Public Accountants
Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We currently have individuals licensed to offer securities in the states of AZ, CA, CO and OR. This is not an offer to sell securities in any other state or jurisdiction.