Additional Services
Additional “Done For You” Services Our Firm Provides
Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.
If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.
FINANCIAL PLANNING
Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review
ITIN Application (Individual Tax Identification Number) and renewal
Business Entity Setup
Bookkeeping
Sales Tax
Payroll
Notary Service (General Legal Documents)
Interpreter Service (English – Spanish)
Translation Of Documents
Bank Failure Lessons Louisville People Should Learn
Urgency is a tyrant. Especially when things go awry related to your money. You’re motivated to defend it with an iron grip … even at the expense of your overall state of mind.That’s how the banking “crisis” has a lot of people feeling right now. If you’re...
