We Now Offer Financial Planning

I am very happy to announce the creation of Flatiron Wealth Advisors, LLC, a state-registered, fee-only financial planning firm offering holistic tax services combined with personal financial planning and investment management services.

With the bulk of tax season behind us, attention begins to turn to planning. For many years, the focus was on only the tax aspect. But I know that taxes are only a small portion of someone’s financial picture. With the creation of Flatiron Wealth Advisors, I can provide full personal financial planning and investment management services.

I am able to discuss many more topics with a formal financial planning process to help you build wealth and manage your finances, including more proactive tax planning strategies during the year to minimize taxes. This includes:

• Retirement planning
• College planning
• Tax planning, tax reduction strategies
• Debt management
• Insurance needs
• Divorce planning
• Investment management
• Legacy planning

If you are interested, please contact me via email or schedule a complimentary introductory meeting to help you learn more about the additional ways we can work together. You can schedule an appointment online at flatironadvisors.com/schedule-an-appointment/.

You can also explore our website to see more about what we do, our services, and how we charge.

If you already work with a financial planner, we will of course continue to work with you on the tax side. But if personal financial planning and/or investment management is something you need, I’d love to talk.