1TaxFinancial offers financial planning services to individuals, couples, families, and sole proprietors. Services are provided on an hourly or project basis and tailored to the client's individual needs. 1TaxFinancial also offers tax preparation services under a separate contract. They do not manage client assets.
Assets Under ManagementN/A
Clients12
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Investment Analysis & Recommendations - for 401(k)s, 403(b)s, Annuities, Taxable accounts
- Retirement Planning/ Retirement Readiness Evaluation
- Social Security Claiming Recommendation
- **Cash Flow/Personal Money Management/Debt Reduction Plan
- Tax Planning
- Financial Check-up
- College Financing
- Estate Plan Review
Hourly Rate:$250/hr
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