Financial Planning
Mary Wilson Keener, our senior consultant, can help you develop a personal financial plan. This comprehensive plan will involve information about your savings, investing, retirement, insurance, and taxes. It could include personal budgeting and plans to get out of debt. It will incorporate discussions about will planning. Mary can also help you implement your plan with services provided through Money Concepts Capital Corporation, where she is a registered representative. She has a CLU designation, earned by studying and being tested on various topics concerning financial planning and has several years of experience in this area. Whether you are in the accumulation phase of your life or nearing retirement or retired, a financial plan gives peace of mind in knowing how to make the most of your current financial situation.
- Individual Tax Preparation
- Business Tax Preparation
- Tax Preparation for Estates and Trusts
- Texas Franchise Reporting
- Texas Sales Tax Reports
- Federal, State & Local Tax Issue Resolution
- International Tax Assistance
- Tax Planning for Individuals
- Bookkeeping
- QuickBooks Installation & Training
- Payroll Preparation
- Payroll Tax Reports (941, 940, TWC, W2s)
- Preparation of 1099 forms
- Employee Benefits Counseling
- Business Analysis and Solutions
- Budgets & Projections
- Customized Financial Future Plan
- Insurance Review & Analysis
- Creating an Investment Strategy
- Retirement Options
