Jonathan Moulton, CPA

Financial Planning

Generally financial planning is reserved for those planning for retirement. However, whether you want to plan for a new tax situation coming up, or you want to reduce taxes for the business year, financial planning is a good idea for everyone. Tax planning is a preparation process. To plan for the future, you need to make adjustments now. Accordingly, to reduce taxes, you need to make adjustments before the end of the year.

As many of you have requested help with your investments, I am pleased to announce we are now offering financial planning services through Walter Narcum of Wells fargo Advisors.

Wally, my son-in-law, has a strong financial resume that includes Wells Fargo Bank, Bank of America and Wachovia. He is now a financial advisor with Wells Fargo and is taking appointments at my office. Daytime, evening and Saturday appointments are available.

Whether retirement is near or far in the future, Wally offers investment guidance and recommendations to suit your financial situation. A few of his services include: national CD rates, 401K plan rollovers, tax-free bonds, IRAs and other tax efficient strategies. To browse the full range of services available, feel free to visit the Wells Fargo Advisors website at: https://home.wellsfargoadvisors.com/walter.narcum

If you would like to schedule a free appointment with Wally Narcum to discuss your financial situation, he can be reached at 612-219-5178 or 651-229-7011.

Jon and Loretta are also available throughout the year for appointments regarding your tax planning needs. We will gladly spend any time needed to ensure that you make the decision that is best for your situation now and in years to come. Even if you just have a quick tax question, call us, we are here to help.