Personal Financial Planning

Welcome to Strand Tax and Accounting, your trusted partner for personalized financial planning services!

Managing personal finances can be a complex and overwhelming task. Whether you’re saving for retirement, planning for your children’s education, or striving to achieve other financial goals, having a solid financial plan is essential. At Strand Tax and Accounting, we specialize in providing comprehensive and tailored personal financial planning services to help individuals like you navigate the path to financial success.

Our team of experienced financial advisors understands that every individual has unique financial circumstances and goals. We are dedicated to providing personalized solutions that align with your specific needs and aspirations. Whether you’re just starting your financial journey or looking to enhance your current plan, we are here to guide you every step of the way.

Here are a few reasons choose Strand Tax and Accounting:

  • Expertise and Knowledge: Our financial advisors have extensive experience in personal financial planning. We stay up to date with the latest industry trends, investment strategies, and tax regulations to provide you with the most relevant and effective advice.
  • Comprehensive Financial Planning: We offer a holistic approach to personal financial planning. Our services encompass various aspects of your financial life, including retirement planning, investment management, tax planning, risk management, estate planning, and more. We take a comprehensive view to ensure all aspects of your financial well-being are addressed.
  • Customized Solutions: We believe that personal financial planning should be tailored to your unique circumstances and goals. Our advisors take the time to understand your financial objectives, risk tolerance, and time horizon. Based on this information, we develop a customized plan that is designed to help you achieve your specific financial goals.
  • Retirement Planning: Planning for a comfortable retirement is a top priority for many individuals. We can assist you in developing a comprehensive retirement plan that considers factors such as your desired lifestyle, retirement age, and income sources. Our goal is to help you build a nest egg that will support you throughout your retirement years.
  • Ongoing Guidance and Support: Financial planning is an ongoing process, and we are committed to being your long-term partner. Our advisors provide ongoing guidance and support, regularly reviewing your financial plan, and making adjustments as needed. We are here to answer your questions, provide insights, and help you stay on track towards achieving your financial goals.

Our personal financial planning services include:

  • Retirement planning
  • Investment management
  • Tax planning and optimization
  • Risk management and insurance analysis
  • Education planning
  • Cash flow analysis and budgeting
  • Debt management
  • Social Security planning
  • Charitable giving strategies
  • And much more!

Let Strand Tax and Accounting be your trusted guide on your financial journey. Contact us today to schedule a consultation with one of our experienced financial advisors. Together, let’s create a personalized financial plan that will empower you to achieve your financial aspirations and build a secure future.

Our Expertise:

  • Retirement Planning
  • Tax Planning
  • Child’s Education
  • Investment Goals
  • Insurance Coverage
  • Estate Planning
  • Budgeting

Our Pricing

Hourly Consultation – $190 per hour