With most accountants not thoroughly understanding investment products and most investors & financial advisors not thoroughly understanding the tax ramifications of investments, it typically leaves you in charge of knowing if your investments are working for you and not against you.
VERO BEACH, FLORIDA – FEBRUARY 1, 2023- East Coast Tax and Financial Planning is offering a complimentary tax savings review with each 1040 return filed. This comes at an important time when inflation is high, and pre-retirees and retirees are worried about having enough money in retirement.
Danny Howes, EA, RFC, says, “You can make the best financial investment decisions in the world, but if you’re giving most of it to Uncle Sam, it’s not a good investment strategy.” Having a tax savings review each year ensures that investors are making the smartest money moves for their individual retirement needs.
For the past 20+ years, Danny has been working in the financial services industry with a specific mission: Making sure his clients keep their hard-earned money. Unless you have your accountant, financial advisor, and investor talking together about you, your money, and your financial goals, you’ll never know exactly how much money is being left on the table. This is why he set up his firm to make sure when you become a client; you get this “financial board meeting” approach with each and every visit.
Danny and his professional team strive to educate and empower their clients to make smart financial choices, whether they are business planning, saving for retirement, or already retired. Their process meets their clients where they are now, and they work together to develop a plan and a strategy to help their clients get where they want to go. This all starts with peeling back the onion and going through their personal tax return with a fine tooth comb looking for potential financial pitfalls.
“It’s essential to look at potential pitfalls that can derail your plan and then proactively add measures of protection and maneuvers to navigate through the ‘what-ifs’ in life. Like in science, we look at your financial plan and apply pressure. We want to see what your plan looks like in alternative environments. For example, economic downturn, disability, premature death, long-
term care, etc. Planning for these things makes it much easier to handle them when they arise, instead of dealing with them in real-time with no clear plan in place.”
— Danny Howes, EA, RFC
In addition to a complimentary tax savings review, East Coast Tax & Financial Planning is offering first-time clients *$100 off their 2022 personal tax return (limitations apply). Individual returns (with the discount applied) start at $149.
East Coast Tax and Financial Planning is a full-service tax and financial planning advisory firm. Although the firm is located in Vero Beach, FL, they serve families and small to medium size businesses throughout the country. Danny Howes is an enrolled agent with the IRS, the highest designation the IRS awards. He also carries a series 65 financial license, making him a fiduciary to his clients, and an insurance license. You can learn more about East Coat Tax and Financial Planning at www.eastcoasttaxandfinancial.com.
Danny Howes, EC, RFC
*$100 off 2022 personal tax return for first-time clients only. Expires 3/31/23. Restrictions and limitations may apply. Visit our website or call for details.
Wealth Management and Investment Advisory Services are offered through Truvestments Capital LLC, an SEC-registered investment advisor.